Squar Milner Financial Services’s Nuveen California Municipal Value Fund NCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$10K | – | 533 |
|
|
2020
Q1 | $10K | Hold |
1,000
| – | – | 0.01% | 540 |
|
|
2019
Q4 | $10K | Buy |
+1,000
| New | +$10K | 0.01% | 583 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$10K | – | 533 |
|
|
2019
Q2 | $10K | Hold |
1,000
| – | – | 0.01% | 519 |
|
|
2019
Q1 | $9K | Hold |
1,000
| – | – | 0.01% | 541 |
|
|
2018
Q4 | $9K | Hold |
1,000
| – | – | 0.01% | 482 |
|
|
2018
Q3 | $9K | Hold |
1,000
| – | – | 0.01% | 524 |
|
|
2018
Q2 | $9K | Buy |
+1,000
| New | +$9K | 0.01% | 619 |
|