Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $160K | Sell |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $196K | Buy |
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|
2023
Q2 | $159K | Buy |
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|
2023
Q1 | $149K | Sell |
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|
2022
Q4 | $161K | Sell |
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|
2022
Q3 | $166K | Buy |
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|
2022
Q2 | $176K | Buy |
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|
2022
Q1 | $168K | Sell |
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|
2021
Q4 | $193K | Buy |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q2 | $197K | Sell |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $602K | Sell |
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|
2020
Q2 | $583K | Buy |
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|
2020
Q1 | $237K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $153K | Sell |
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|
2018
Q4 | $155K | Sell |
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|
2018
Q3 | $175K | Sell |
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|
2018
Q2 | $233K | Buy |
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|
2018
Q1 | $216K | Sell |
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|
2017
Q4 | $284K | Buy |
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|
2017
Q3 | $259K | Sell |
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|
2017
Q2 | $303K | Buy |
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|
2017
Q1 | $258K | Buy |
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