Wealth Enhancement Advisory Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,383
| Closed | -$240K | – | 3405 |
|
|
2025
Q1 | $240K | Buy |
21,383
+2,574
| +14% | +$28.9K | ﹤0.01% | 2577 |
|
|
2024
Q4 | $212K | Buy |
18,809
+751
| +4% | +$8.48K | ﹤0.01% | 2625 |
|
|
2024
Q3 | $215K | Buy |
+18,058
| New | +$215K | ﹤0.01% | 2381 |
|
|
2023
Q4 | – | Sell |
-11,003
| Closed | -$106K | – | 2318 |
|
|
2023
Q3 | $106K | Buy |
+11,003
| New | +$106K | ﹤0.01% | 2077 |
|