NIWA
New Insight Wealth Advisors’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 | $459K | Sell |
41,135
-18,775
| -31% | -$210K | 0.19% | 70 |
|
|
2025
Q1 | $673K | Buy |
59,910
+13,750
| +30% | +$155K | 0.31% | 46 |
|
|
2024
Q4 | $521K | Buy |
46,160
+28,110
| +156% | +$317K | 0.26% | 50 |
|
|
2024
Q3 | $215K | Hold |
18,050
| – | – | 0.11% | 85 |
|
|
2024
Q2 | $208K | Hold |
18,050
| – | – | 0.12% | 81 |
|
|
2024
Q1 | $199K | Sell |
18,050
-500
| -3% | -$5.51K | 0.12% | 84 |
|
|
2023
Q4 | $206K | Buy |
+18,550
| New | +$206K | 0.14% | 77 |
|