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WealthPlan Investment Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

WealthPlan Investment Management’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,100
Closed -$126K – 522
2022
Q4 		$126K Hold
11,100
– – 0.01% 382
2022
Q3 		$125K Buy
+11,100
New +$135K 0.01% 359

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WealthPlan Investment Management's NAC Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2023, closing a stake of 11,100 shares — an estimated $126K sold.

WealthPlan Investment Management first reported a position in NAC in Q3 2022 and held it in 2 quarters. The position peaked at $126K in Q4 2022. 117 funds tracked by Wall St. Rank hold NAC as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 11,100 Nuveen California Quality Municipal Income Fund shares in Q1 2023, an estimated $126K.
  • WealthPlan Investment Management first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Nuveen California Quality Municipal Income Fund position peaked at $126K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.