Perigon Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $174K | Hold |
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|
2025
Q2 | $169K | Sell |
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|
2025
Q1 | $186K | Hold |
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|
2024
Q4 | $185K | Buy |
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|
2024
Q3 | $180K | Hold |
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|
2024
Q2 | $175K | Hold |
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|
2024
Q1 | $167K | Sell |
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|
2023
Q4 | $183K | Hold |
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|
2023
Q3 | $160K | Sell |
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|
2023
Q2 | $188K | Buy |
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|
2023
Q1 | $189K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $82K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $38K | Buy |
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|
2017
Q4 | $40K | Buy |
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|
2017
Q3 | $42K | Buy |
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