Schechter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $228K | Hold |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $329K | Sell |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $349K | Hold |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $410K | Buy |
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