NBWM
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North Berkeley Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

North Berkeley Wealth Management’s Portfolio NAC Stock Details NAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,161
Closed -$114K – 68
2025
Q1 		$114K Hold
10,161
– – 0.12% 61
2024
Q4 		$115K Buy
+10,161
New +$115K 0.12% 66