Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
+11,321
| New | +$126K | ﹤0.01% | 2699 |
|
|
2025
Q1 | – | Sell |
-11,321
| Closed | -$128K | – | 2844 |
|
|
2024
Q4 | $128K | Buy |
+11,321
| New | +$128K | ﹤0.01% | 2534 |
|
|
2022
Q2 | – | Sell |
-10,746
| Closed | -$141K | – | 2211 |
|
|
2022
Q1 | $141K | Buy |
+10,746
| New | +$141K | ﹤0.01% | 1908 |
|
|
2021
Q1 | – | Sell |
-19,102
| Closed | -$289K | – | 1978 |
|
|
2020
Q4 | $289K | Buy |
19,102
+8,568
| +81% | +$130K | ﹤0.01% | 1490 |
|
|
2020
Q3 | $153K | Buy |
+10,534
| New | +$153K | ﹤0.01% | 1328 |
|