JWCA
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J.W. Cole Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

J.W. Cole Advisors’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
2026
Q1 		– Sell
-21,541
Closed -$254K – 1218
2025
Q4 		$254K Hold
21,541
– – 0.01% 1183
2025
Q3 		$248K Hold
21,541
– – ﹤0.01% 1328
2025
Q2 		$241K Hold
21,541
– – 0.01% 1261
2025
Q1 		$242K Buy
+21,541
New +$245K 0.01% 1064
2020
Q4 		– Sell
-29,249
Closed -$426K – 785
2020
Q3 		$426K Buy
+29,249
New +$429K 0.03% 457

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