Wellspring Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,600
| Closed | -$307K | – | 175 |
|
|
2024
Q2 | $307K | Hold |
26,600
| – | – | 0.04% | 104 |
|
|
2024
Q1 | $293K | Hold |
26,600
| – | – | 0.05% | 99 |
|
|
2023
Q4 | $295K | Hold |
26,600
| – | – | 0.07% | 97 |
|
|
2023
Q3 | $257K | Hold |
26,600
| – | – | 0.08% | 94 |
|
|
2023
Q2 | $290K | Hold |
26,600
| – | – | 0.08% | 81 |
|
|
2023
Q1 | $293K | Buy |
+26,600
| New | +$293K | 0.09% | 86 |
|