Melfa Wealth Management’s Nuveen California Municipal Value Fund NCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $722K | Hold |
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|
2025
Q2 | $704K | Hold |
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|
2025
Q1 | $702K | Hold |
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|
2024
Q4 | $685K | Sell |
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|
2024
Q3 | $745K | Sell |
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|
2024
Q2 | $718K | Buy |
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|
2024
Q1 | $745K | Sell |
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|
2023
Q4 | $743K | Sell |
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|
2023
Q3 | $681K | Sell |
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|
2023
Q2 | $720K | Buy |
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|
2023
Q1 | $741K | Sell |
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|
2022
Q4 | $724K | Buy |
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