MIAN
Mariner Independent Advisor Network’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
Q3 | $7.03M | Buy |
640,894
+34,580
| +6% | +$379K | 0.3% | 74 |
|
|
2022
Q2 | $7.48M | Buy |
606,314
+570,422
| +1,589% | +$7.03M | 0.32% | 77 |
|
|
2022
Q1 | $471K | Buy |
35,892
+8,652
| +32% | +$114K | 0.02% | 450 |
|
|
2021
Q4 | $426K | Sell |
27,240
-30,241
| -53% | -$473K | 0.02% | 405 |
|
|
2021
Q3 | $903K | Buy |
57,481
+5,101
| +10% | +$80.1K | 0.04% | 344 |
|
|
2021
Q2 | $830K | Buy |
52,380
+6,520
| +14% | +$103K | 0.04% | 364 |
|
|
2021
Q1 | $681K | Sell |
45,860
-159
| -0.3% | -$2.36K | 0.04% | 339 |
|
|
2020
Q4 | $698K | Buy |
46,019
+30,461
| +196% | +$462K | 0.04% | 324 |
|
|
2020
Q3 | $227K | Sell |
15,558
-23,887
| -61% | -$349K | 0.02% | 301 |
|
|
2020
Q2 | $563K | Buy |
39,445
+9,585
| +32% | +$137K | 0.05% | 254 |
|
|
2020
Q1 | $403K | Sell |
29,860
-23,429
| -44% | -$316K | 0.04% | 296 |
|
|
2019
Q4 | $794K | Buy |
53,289
+9,807
| +23% | +$146K | 0.06% | 267 |
|
|
2019
Q3 | $650K | Sell |
43,482
-4,346
| -9% | -$65K | 0.05% | 291 |
|
|
2019
Q2 | $693K | Buy |
47,828
+59
| +0.1% | +$855 | 0.05% | 280 |
|
|
2019
Q1 | $659K | Buy |
47,769
+61
| +0.1% | +$842 | 0.06% | 274 |
|
|
2018
Q4 | $620K | Buy |
47,708
+4,846
| +11% | +$63K | 0.06% | 273 |
|
|
2018
Q3 | $552K | Buy |
+42,862
| New | +$552K | 0.07% | 181 |
|
|
2018
Q2 | – | Sell |
-17,432
| Closed | -$233K | – | 260 |
|
|
2018
Q1 | $233K | Sell |
17,432
-220,904
| -93% | -$2.95M | 0.01% | 322 |
|
|
2017
Q4 | $3.41M | Buy |
+238,336
| New | +$3.41M | 0.36% | 74 |
|
|
2017
Q2 | – | Sell |
-20,856
| Closed | -$307K | – | 284 |
|
|
2017
Q1 | $307K | Buy |
20,856
+69
| +0.3% | +$1.02K | 0.04% | 201 |
|
|
2016
Q4 | $294K | Buy |
+20,787
| New | +$294K | 0.05% | 149 |
|