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Liberty Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-1,199
Closed -$19K – 759
2021
Q3 		$19K Hold
1,199
– – 0.01% 658
2021
Q2 		$19K Buy
+1,199
New +$18.4K 0.01% 519

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Liberty Wealth Management's NAC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2021, closing a stake of 1,199 shares — an estimated $19K sold.

Liberty Wealth Management first reported a position in NAC in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q3 2021. 119 funds tracked by Wall St. Rank hold NAC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,199 Nuveen California Quality Municipal Income Fund shares in Q4 2021, an estimated $19K.
  • Liberty Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $19K in Q3 2021.
  • 119 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.