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Mariner Independent Advisor Network’s Nuveen California Municipal Value Fund NCA Stock Holding History

Mariner Independent Advisor Network’s Portfolio NCA Stock Details NCA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$416K Buy
2022
Q2 		$243K Buy
2019
Q3 		– Sell
2019
Q2 		$211K Hold
2019
Q1 		$201K Buy
2018
Q4 		– Sell
2018
Q3 		$244K Buy