IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $21.6K | Buy |
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|
2024
Q2 | $20.5K | Buy |
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|
2024
Q1 | $21K | Buy |
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|
2023
Q4 | $20.8K | Buy |
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|
2023
Q3 | $18.9K | Hold |
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|
2023
Q2 | $19.7K | Hold |
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|
2023
Q1 | $21.9K | Buy |
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|
2019
Q1 | $158K | Sell |
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|
2018
Q4 | $423K | Sell |
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|
2018
Q3 | $464K | Buy |
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|
2018
Q2 | $462K | Buy |
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|
2018
Q1 | $480K | Hold |
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|
2017
Q4 | $480K | Sell |
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|
2017
Q3 | $611K | Buy |
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|
2017
Q2 | $544K | Buy |
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|
2017
Q1 | $517K | Buy |
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|
2016
Q4 | $423K | Sell |
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|
2016
Q3 | $618K | Buy |
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|
2016
Q2 | $352K | Buy |
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|
2016
Q1 | $158K | Sell |
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|
2015
Q4 | $269K | Buy |
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