NewEdge Wealth’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $305K | Hold |
27,100
| – | – | ﹤0.01% | 829 |
|
2025
Q1 | $305K | Hold |
27,100
| – | – | 0.01% | 771 |
|
2024
Q4 | $306K | Buy |
27,100
+9,600
| +55% | +$108K | 0.01% | 761 |
|
2024
Q3 | $208K | Buy |
+17,500
| New | +$208K | ﹤0.01% | 834 |
|
2023
Q1 | – | Sell |
-16,638
| Closed | -$184K | – | 635 |
|
2022
Q4 | $184K | Buy |
16,638
+2,836
| +21% | +$31.4K | 0.01% | 521 |
|
2022
Q3 | $151K | Buy |
+13,802
| New | +$151K | 0.01% | 500 |
|