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Householder Group Estate & Retirement Specialist’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$19.3K 0.01% 665
2023
Q1 		$20K Buy
+1,841
New +$20.5K 0.01% 633
2022
Q4 		– Sell
-1,841
Closed -$20K – 821
2022
Q3 		$20K Buy
+1,841
New +$22.4K 0.01% 573

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AAM
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Householder Group Estate & Retirement Specialist's NAC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2024, closing a stake of 1,841 shares — an estimated $21K sold.

Householder Group Estate & Retirement Specialist first reported a position in NAC in Q3 2022 and held it in 7 quarters. The position peaked at $21K in Q3 2024. 124 funds tracked by Wall St. Rank hold NAC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,841 Nuveen California Quality Municipal Income Fund shares in Q4 2024, an estimated $21K.
  • Householder Group Estate & Retirement Specialist first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Nuveen California Quality Municipal Income Fund position peaked at $21K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.