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Kingswood Wealth Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Kingswood Wealth 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
2024
Q1 		– Sell
-12,118
Closed -$134K – 669
2023
Q4 		$134K Buy
+12,118
New +$123K 0.02% 602

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LSC
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GC
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PCM
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AA
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Kingswood Wealth Advisors's NAC Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2024, closing a stake of 12,118 shares — an estimated $134K sold.

Kingswood Wealth Advisors first reported a position in NAC in Q4 2023 and held it in 1 quarter. The position peaked at $134K in Q4 2023. 127 funds tracked by Wall St. Rank hold NAC as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 12,118 Nuveen California Quality Municipal Income Fund shares in Q1 2024, an estimated $134K.
  • Kingswood Wealth Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Nuveen California Quality Municipal Income Fund position peaked at $134K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.