MWM
Melfa Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
49,816
-3,750
| -7% | -$41.9K | 0.35% | 70 |
|
|
2025
Q1 | $602K | Hold |
53,566
| – | – | 0.41% | 62 |
|
|
2024
Q4 | $605K | Buy |
53,566
+6,500
| +14% | +$73.4K | 0.4% | 64 |
|
|
2024
Q3 | $560K | Hold |
47,066
| – | – | 0.37% | 68 |
|
|
2024
Q2 | $543K | Sell |
47,066
-6,481
| -12% | -$74.7K | 0.38% | 67 |
|
|
2024
Q1 | $590K | Buy |
53,547
+37,284
| +229% | +$411K | 0.43% | 61 |
|
|
2023
Q4 | $180K | Buy |
16,263
+4,267
| +36% | +$47.3K | 0.17% | 115 |
|
|
2023
Q3 | $116K | Hold |
11,996
| – | – | 0.13% | 127 |
|
|
2023
Q2 | $131K | Hold |
11,996
| – | – | 0.13% | 126 |
|
|
2023
Q1 | $132K | Hold |
11,996
| – | – | 0.13% | 125 |
|
|
2022
Q4 | $133K | Buy |
+11,996
| New | +$133K | 0.14% | 122 |
|