Laird Norton Wetherby 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
Q2 | – | Sell |
-38,652
| Closed | -$507K | – | 943 |
|
|
2022
Q1 | $507K | Buy |
38,652
+4,966
| +15% | +$65.1K | 0.03% | 516 |
|
|
2021
Q4 | $527K | Buy |
33,686
+2,323
| +7% | +$36.3K | 0.03% | 500 |
|
|
2021
Q3 | $492K | Sell |
31,363
-2,372
| -7% | -$37.2K | 0.03% | 512 |
|
|
2021
Q2 | $535K | Hold |
33,735
| – | – | 0.03% | 481 |
|
|
2021
Q1 | $502K | Sell |
33,735
-3,168
| -9% | -$47.1K | 0.04% | 431 |
|
|
2020
Q4 | $559K | Sell |
36,903
-1,523
| -4% | -$23.1K | 0.04% | 431 |
|
|
2020
Q3 | $560K | Buy |
38,426
+319
| +0.8% | +$4.65K | 0.05% | 351 |
|
|
2020
Q2 | $544K | Sell |
38,107
-38
| -0.1% | -$542 | 0.05% | 338 |
|
|
2020
Q1 | $522K | Buy |
38,145
+9,145
| +32% | +$125K | 0.06% | 308 |
|
|
2019
Q4 | $432K | Hold |
29,000
| – | – | 0.04% | 439 |
|
|
2019
Q3 | $435K | Hold |
29,000
| – | – | 0.05% | 440 |
|
|
2019
Q2 | $420K | Buy |
+29,000
| New | +$420K | 0.05% | 439 |
|