Mutual Advisors’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
Q2 | $330K | Buy |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $158K | Buy |
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|
2024
Q3 | $150K | Buy |
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|
2024
Q2 | $129K | Buy |
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|
2024
Q1 | $130K | Buy |
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|
2023
Q4 | $129K | Buy |
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|
2023
Q3 | $117K | Buy |
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|
2023
Q2 | $103K | Buy |
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|
2023
Q1 | $106K | Sell |
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|
2022
Q4 | $163K | Sell |
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|
2022
Q3 | $523K | Buy |
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|
2022
Q2 | $539K | Buy |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $398K | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $356K | Buy |
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|
2021
Q1 | $337K | Buy |
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|
2020
Q4 | $354K | Buy |
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|
2020
Q3 | $351K | Buy |
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|
2020
Q2 | $331K | Buy |
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|
2020
Q1 | $322K | Sell |
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|
2019
Q4 | $455K | Buy |
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|
2019
Q3 | $453K | Buy |
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|
2019
Q2 | $430K | Sell |
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|
2019
Q1 | $472K | Buy |
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|
2018
Q4 | $444K | Hold |
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|
2018
Q3 | $457K | Buy |
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|
2018
Q2 | $383K | Buy |
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