Mariner Independent Advisor Network’s Nuveen California Municipal Value Fund NCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $416K | Buy |
50,414
+23,482
| +87% | +$194K | 0.02% | 493 |
|
|
2022
Q2 | $243K | Buy |
+26,932
| New | +$243K | 0.01% | 534 |
|
|
2019
Q3 | – | Sell |
-20,971
| Closed | -$211K | – | 385 |
|
|
2019
Q2 | $211K | Hold |
20,971
| – | – | 0.02% | 366 |
|
|
2019
Q1 | $201K | Buy |
+20,971
| New | +$201K | 0.02% | 352 |
|
|
2018
Q4 | – | Sell |
-26,171
| Closed | -$244K | – | 366 |
|
|
2018
Q3 | $244K | Buy |
+26,171
| New | +$244K | 0.03% | 222 |
|