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Watts Gwilliam & Co’s Nuveen California Municipal Value Fund NCA Stock Holding History

Watts Gwilliam & Co’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$101K Buy
11,700
+1,000
+9% +$8.65K 0.02% 202
2024
Q4 		$91.2K Hold
10,700
– – 0.02% 204
2024
Q3 		$97.6K Buy
+10,700
New +$97.6K 0.02% 198
2024
Q1 		$88.3K Buy
+10,200
New +$88.3K 0.03% 172