Garrison Point Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.8K | Hold |
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|
2025
Q1 | $86.5K | Hold |
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|
2024
Q4 | $84.5K | Hold |
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|
2024
Q3 | $91.2K | Sell |
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|
2024
Q2 | $127K | Hold |
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|
2024
Q1 | $132K | Sell |
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|
2023
Q4 | $150K | Hold |
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|
2023
Q3 | $137K | Sell |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $168K | Buy |
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|
2022
Q4 | $121K | Sell |
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|
2022
Q3 | $139K | Hold |
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|
2022
Q2 | $147K | Sell |
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|
2022
Q1 | $170K | Hold |
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|
2021
Q4 | $188K | Hold |
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|
2021
Q3 | $196K | Hold |
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|
2021
Q2 | $198K | Hold |
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|
2021
Q1 | $190K | Hold |
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|
2020
Q4 | $200K | Hold |
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|
2020
Q3 | $200K | Hold |
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|
2020
Q2 | $190K | Buy |
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|
2020
Q1 | $171K | Hold |
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|
2019
Q4 | $182K | Hold |
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|
2019
Q3 | $181K | Hold |
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|
2019
Q2 | $172K | Hold |
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|
2019
Q1 | $163K | Hold |
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|
2018
Q4 | $155K | Buy |
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