Sowell Financial Services’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 | $352K | Sell |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $387K | Sell |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $367K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $131K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $90K | Hold |
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|
2020
Q3 | $87K | Sell |
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|
2020
Q2 | $132K | Hold |
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|
2020
Q1 | $127K | Hold |
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|
2019
Q4 | $138K | Hold |
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|
2019
Q3 | $139K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $47K | Buy |
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