Institute for Wealth Management’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
2017 Q4	–	Sell	-27,232	Closed	-$408K	–	410
2017 Q3	$408K	Sell	27,232 -3,572	-12%	-$53.5K	0.13%	198
2017 Q2	$462K	Buy	+30,804	New	+$462K	0.13%	241