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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,000	Closed	-$54.6K	–	833
2023 Q2	$54.6K	Sell	5,000 -6,100	-55%	-$66.6K	0.01%	489
2023 Q1	$122K	Hold	11,100	–	–	0.01%	383
2022 Q4	$125K	Buy	+11,100	New	+$125K	0.01%	383
2015 Q4	$60	Buy	+3,820	New	+$60	﹤0.01%	1652