KJWM
Kiley Juergens Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-28,307
| Closed | -$443K | – | 65 |
|
|
2021
Q4 | $443K | Hold |
28,307
| – | – | 0.17% | 65 |
|
|
2021
Q3 | $444K | Hold |
28,307
| – | – | 0.19% | 60 |
|
|
2021
Q2 | $448K | Hold |
28,307
| – | – | 0.21% | 60 |
|
|
2021
Q1 | $420K | Buy |
28,307
+9,753
| +53% | +$145K | 0.22% | 57 |
|
|
2020
Q4 | $281K | Hold |
18,554
| – | – | 0.17% | 51 |
|
|
2020
Q3 | $270K | Hold |
18,554
| – | – | 0.2% | 44 |
|
|
2020
Q2 | $264K | Hold |
18,554
| – | – | 0.22% | 45 |
|
|
2020
Q1 | $254K | Hold |
18,554
| – | – | 0.26% | 41 |
|
|
2019
Q4 | $276K | Hold |
18,554
| – | – | 0.24% | 41 |
|
|
2019
Q3 | $278K | Hold |
18,554
| – | – | 0.3% | 38 |
|
|
2019
Q2 | $268K | Hold |
18,554
| – | – | 0.3% | 39 |
|
|
2019
Q1 | $255K | Hold |
18,554
| – | – | 0.32% | 36 |
|
|
2018
Q4 | $236K | Hold |
18,554
| – | – | 0.33% | 38 |
|
|
2018
Q3 | $240K | Hold |
18,554
| – | – | 0.18% | 86 |
|
|
2018
Q2 | $247K | Hold |
18,554
| – | – | 0.22% | 70 |
|
|
2018
Q1 | $248K | Hold |
18,554
| – | – | 0.27% | 68 |
|
|
2017
Q4 | $265K | Buy |
+18,554
| New | +$265K | 0.24% | 66 |
|