IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77K | Buy |
875
+17
| +2% | +$190 | ﹤0.01% | 2934 |
|
|
2025
Q1 | $9.64K | Buy |
858
+11
| +1% | +$124 | ﹤0.01% | 2591 |
|
|
2024
Q4 | $9.56K | Buy |
+847
| New | +$9.56K | ﹤0.01% | 2538 |
|
|
2019
Q1 | $291K | Sell |
21,134
-41,370
| -66% | -$570K | 0.04% | 387 |
|
|
2018
Q4 | $783K | Buy |
62,504
+6,687
| +12% | +$83.8K | 0.05% | 412 |
|
|
2018
Q3 | $722K | Sell |
55,817
-1,851
| -3% | -$23.9K | 0.03% | 540 |
|
|
2018
Q2 | $770K | Sell |
57,668
-10,005
| -15% | -$134K | 0.03% | 499 |
|
|
2018
Q1 | $968K | Hold |
67,673
| – | – | 0.04% | 404 |
|
|
2017
Q4 | $968K | Sell |
67,673
-61,872
| -48% | -$885K | 0.04% | 403 |
|
|
2017
Q3 | $1.93M | Buy |
129,545
+249
| +0.2% | +$3.72K | 0.08% | 271 |
|
|
2017
Q2 | $1.95M | Buy |
129,296
+763
| +0.6% | +$11.5K | 0.08% | 271 |
|
|
2017
Q1 | $1.85M | Buy |
128,533
+2,781
| +2% | +$40.1K | 0.08% | 268 |
|
|
2016
Q4 | $1.78M | Buy |
125,752
+47,767
| +61% | +$675K | 0.09% | 253 |
|
|
2016
Q3 | $1.28M | Sell |
77,985
-7,401
| -9% | -$122K | 0.07% | 306 |
|
|
2016
Q2 | $1.45M | Buy |
85,386
+64,252
| +304% | +$1.09M | 0.08% | 271 |
|
|
2016
Q1 | $291K | Sell |
21,134
-45,144
| -68% | -$622K | 0.04% | 387 |
|
|
2015
Q4 | $1.03M | Buy |
+66,278
| New | +$1.03M | 0.07% | 303 |
|