Melfa Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Hold |
81,101
| – | – | 0.44% | 56 |
|
|
2025
Q1 | $702K | Hold |
81,101
| – | – | 0.47% | 53 |
|
|
2024
Q4 | $685K | Sell |
81,101
-565
| -0.7% | -$4.77K | 0.46% | 55 |
|
|
2024
Q3 | $745K | Sell |
81,666
-1,177
| -1% | -$10.7K | 0.49% | 53 |
|
|
2024
Q2 | $718K | Buy |
82,843
+38
| +0% | +$329 | 0.5% | 54 |
|
|
2024
Q1 | $745K | Sell |
82,805
-64
| -0.1% | -$576 | 0.54% | 50 |
|
|
2023
Q4 | $743K | Sell |
82,869
-128
| -0.2% | -$1.15K | 0.7% | 39 |
|
|
2023
Q3 | $681K | Sell |
82,997
-1,252
| -1% | -$10.3K | 0.74% | 39 |
|
|
2023
Q2 | $720K | Buy |
84,249
+125
| +0.1% | +$1.07K | 0.73% | 36 |
|
|
2023
Q1 | $741K | Sell |
84,124
-1,613
| -2% | -$14.2K | 0.74% | 36 |
|
|
2022
Q4 | $724K | Buy |
+85,737
| New | +$724K | 0.76% | 35 |
|