Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $247K | Buy |
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|
2024
Q2 | $178K | Sell |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | $196K | Buy |
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|
2023
Q3 | $148K | Buy |
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|
2023
Q2 | $163K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $399K | Sell |
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|
2022
Q2 | $484K | Sell |
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|
2022
Q1 | $558K | Buy |
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|
2021
Q4 | $628K | Buy |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $391K | Buy |
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|
2021
Q1 | $350K | Buy |
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|
2020
Q4 | $339K | Hold |
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|
2020
Q3 | $326K | Buy |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $653K | Sell |
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|
2019
Q4 | $715K | Hold |
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|
2019
Q3 | $720K | Sell |
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|
2019
Q2 | $945K | Sell |
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|
2019
Q1 | $998K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $647K | Buy |
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|
2018
Q2 | $484K | Buy |
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|
2018
Q1 | $450K | Buy |
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|
2017
Q4 | $424K | Buy |
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|
2017
Q3 | $342K | Buy |
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|
2017
Q2 | $335K | Sell |
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|
2017
Q1 | $324K | Sell |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $1.21M | Hold |
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|
2016
Q2 | $1.25M | Hold |
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|
2016
Q1 | $1.19M | Buy |
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|
2015
Q4 | $1.05M | Buy |
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|
2015
Q3 | $307K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $252K | Hold |
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|
2014
Q4 | $248K | Hold |
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|
2014
Q3 | $235K | Hold |
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|
2014
Q2 | $230K | Buy |
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