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
2026 Q1	$376K	Buy	32,241 +68	+0.2%	+$807	0.01%	746
2025 Q4	$380K	Buy	32,173 +1,524	+5%	+$18K	0.01%	738
2025 Q3	$352K	Sell	30,649 -351	-1%	-$3.94K	0.01%	762
2025 Q2	$346K	Buy	31,000 +86	+0.3%	+$938	0.01%	729
2025 Q1	$347K	Buy	30,914 +54	+0.2%	+$613	0.02%	706
2024 Q4	$348K	Sell	30,860 -1,527	-5%	-$17.7K	0.02%	455
2024 Q3	$387K	Sell	32,387 -816	-2%	-$9.56K	0.02%	472
2024 Q2	$385K	Buy	33,203 +41	+0.1%	+$453	0.02%	467
2024 Q1	$367K	Buy	+33,162	New	+$365K	0.02%	494
2023 Q2	–	Sell	-11,939	Closed	-$131K	–	729
2023 Q1	$131K	Buy	+11,939	New	+$133K	0.01%	721
2021 Q2	–	Sell	-9,262	Closed	-$142K	–	1924
2021 Q1	$142K	Buy	9,262 +3,299	+55%	+$49.1K	﹤0.01%	1215
2020 Q4	$90K	Hold	5,963	–	–	﹤0.01%	1190
2020 Q3	$87K	Sell	5,963 -3,299	-36%	-$48.4K	﹤0.01%	1018
2020 Q2	$132K	Hold	9,262	–	–	0.01%	876
2020 Q1	$127K	Hold	9,262	–	–	0.01%	775
2019 Q4	$138K	Hold	9,262	–	–	0.01%	820
2019 Q3	$139K	Buy	+9,262	New	+$138K	0.01%	740
2017 Q1	–	Sell	-3,299	Closed	-$47K	–	457
2016 Q4	$47K	Buy	+3,299	New	+$48.4K	0.02%	349