WWM
Wagner Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,440
| Closed | -$27K | – | 557 |
|
|
2022
Q3 | $27K | Hold |
2,440
| – | – | 0.02% | 271 |
|
|
2022
Q2 | $30K | Buy |
+2,440
| New | +$30K | 0.02% | 268 |
|
|
2022
Q1 | – | Sell |
-2,440
| Closed | -$38K | – | 493 |
|
|
2021
Q4 | $38K | Hold |
2,440
| – | – | 0.03% | 295 |
|
|
2021
Q3 | $37K | Hold |
2,440
| – | – | 0.03% | 283 |
|
|
2021
Q2 | $39K | Hold |
2,440
| – | – | 0.03% | 287 |
|
|
2021
Q1 | $36K | Buy |
+2,440
| New | +$36K | 0.03% | 272 |
|
|
2018
Q3 | $32K | Hold |
2,440
| – | – | 0.02% | 291 |
|
|
2018
Q2 | $33K | Buy |
+2,440
| New | +$33K | 0.02% | 265 |
|