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TriaGen Wealth Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

TriaGen Wealth Management’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
2022
Q3 		– Sell
-12,636
Closed -$110K – 175
2022
Q2 		$110K Buy
+12,636
New +$112K 0.08% 148

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UBS Group
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TriaGen Wealth Management's NCA Position: Q3 2022 in Review

TriaGen Wealth Management sold out of Nuveen California Municipal Value Fund (NCA) in Q3 2022, closing a stake of 12,636 shares — an estimated $110K sold.

TriaGen Wealth Management first reported a position in NCA in Q2 2022 and held it in 1 quarter. The position peaked at $110K in Q2 2022. 54 funds tracked by Wall St. Rank hold NCA as of Q3 2022.

  • TriaGen Wealth Management reported no remaining Nuveen California Municipal Value Fund position as of Q3 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 12,636 Nuveen California Municipal Value Fund shares in Q3 2022, an estimated $110K.
  • TriaGen Wealth Management first reported a position in Nuveen California Municipal Value Fund in Q2 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's Nuveen California Municipal Value Fund position peaked at $110K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q3 2022.

Based on TriaGen Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.