WealthPLAN Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-5,000	Closed	-$54.6K	–	833
2023 Q2	$54.6K	Sell	5,000 -6,100	-55%	-$65.8K	0.01%	489
2023 Q1	$122K	Hold	11,100	–	–	0.01%	383
2022 Q4	$125K	Buy	+11,100	New	+$120K	0.01%	383
2015 Q4	$60	Buy	+3,820	New	+$57.8K	﹤0.01%	1652

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AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return