Janney Montgomery Scott’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 | $235K | Buy |
27,047
+122
| +0.5% | +$1.06K | ﹤0.01% | 2482 |
|
|
2025
Q1 | $233K | Sell |
26,925
-2,763
| -9% | -$23.9K | ﹤0.01% | 2456 |
|
|
2024
Q4 | $251K | Buy |
29,688
+7,997
| +37% | +$67.6K | ﹤0.01% | 2424 |
|
|
2024
Q3 | $198K | Buy |
21,691
+114
| +0.5% | +$1.04K | ﹤0.01% | 2513 |
|
|
2024
Q2 | $187K | Buy |
21,577
+10,077
| +88% | +$87.3K | ﹤0.01% | 2462 |
|
|
2024
Q1 | $104K | Hold |
11,500
| – | – | ﹤0.01% | 2647 |
|
|
2023
Q4 | $103K | Buy |
+11,500
| New | +$103K | ﹤0.01% | 2547 |
|