PWM
NCB

Perigon Wealth Management’s Nuveen California Municipal Value Fund 2 NCB Stock Holding History

Perigon Wealth Management’s Portfolio NCB Stock Details NCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,960
Closed -$107K – 1096
2020
Q4 		$107K Buy
+6,960
New +$107K 0.01% 523