Investor's Fiduciary Advisor Network’s Nuveen California Municipal Value Fund NCA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$114K	Buy	+13,176	New	+$114K	0.04%	219
2025 Q1	–	Sell	-10,176	Closed	-$85K	–	188
2024 Q4	$85K	Buy	+10,176	New	+$85K	0.03%	198