Sweeney & Michel’s Nuveen California Municipal Value Fund NCA Stock Holding History

Sweeney & Michel’s Portfolio NCA Stock Details NCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$676K	Buy
2025 Q2	$655K	Buy
2025 Q1	$637K	Buy
2024 Q3	$811K	Buy
2024 Q2	$770K	Sell
2024 Q1	$815K	Buy
2023 Q3	$1M	Buy
2023 Q2	$1.02M	Sell
2023 Q1	$1.07M	Buy