SteelPeak Wealth’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-45,589
| Closed | -$598K | – | 432 |
|
|
2022
Q1 | $598K | Hold |
45,589
| – | – | 0.03% | 248 |
|
|
2021
Q4 | $713K | Hold |
45,589
| – | – | 0.04% | 201 |
|
|
2021
Q3 | $715K | Hold |
45,589
| – | – | 0.05% | 197 |
|
|
2021
Q2 | $723K | Hold |
45,589
| – | – | 0.05% | 212 |
|
|
2021
Q1 | $677K | Buy |
45,589
+4,156
| +10% | +$61.7K | 0.05% | 188 |
|
|
2020
Q4 | $628K | Hold |
41,433
| – | – | 0.06% | 188 |
|
|
2020
Q3 | $603K | Hold |
41,433
| – | – | 0.06% | 162 |
|
|
2020
Q2 | $591K | Buy |
+41,433
| New | +$591K | 0.07% | 153 |
|