Householder Group Estate & Retirement Specialist’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,841
| Closed | -$21K | – | 951 |
|
2024
Q3 | $21K | Hold |
1,841
| – | – | 0.01% | 673 |
|
2024
Q2 | $21K | Hold |
1,841
| – | – | 0.01% | 669 |
|
2024
Q1 | $20.3K | Hold |
1,841
| – | – | 0.01% | 676 |
|
2023
Q4 | $20K | Hold |
1,841
| – | – | 0.01% | 644 |
|
2023
Q3 | $17.8K | Buy |
+1,841
| New | +$17.8K | 0.01% | 665 |
|
2023
Q1 | $20K | Buy |
+1,841
| New | +$20K | 0.01% | 633 |
|
2022
Q4 | – | Sell |
-1,841
| Closed | -$20K | – | 821 |
|
2022
Q3 | $20K | Buy |
+1,841
| New | +$20K | 0.01% | 573 |
|