LGWM
NAC icon

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

Litman Gregory Wealth Management’s Portfolio NAC Stock Details NAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-74,200
Closed -$915K – 86
2022
Q2 		$915K Sell
74,200
-1,300
-2% -$16K 0.13% 51
2022
Q1 		$991K Buy
+75,500
New +$991K 0.15% 47