OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $236K | Buy |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $300K | Buy |
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|
2020
Q2 | $283K | Buy |
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|
2020
Q1 | $275K | Buy |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $274K | Buy |
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|
2019
Q2 | $257K | Buy |
|