Wealthcare Advisory Partners’s Nuveen California Municipal Value Fund NCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,503
| Closed | -$87K | – | 1367 |
|
|
2021
Q1 | $87K | Buy |
+8,503
| New | +$87K | 0.01% | 711 |
|
|
2020
Q2 | – | Sell |
-16,503
| Closed | -$165K | – | 989 |
|
|
2020
Q1 | $165K | Hold |
16,503
| – | – | 0.02% | 294 |
|
|
2019
Q4 | $176K | Hold |
16,503
| – | – | 0.02% | 317 |
|
|
2019
Q3 | $175K | Hold |
16,503
| – | – | 0.03% | 295 |
|
|
2019
Q2 | $166K | Buy |
+16,503
| New | +$166K | 0.03% | 296 |
|