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Core Wealth Partners LLC → NAC
Core Wealth Partners LLC NAC Position History
Nuveen California Quality Municipal Income Fund • Financial Services
Quarters held
10
Latest value
$304K
Q3 2026
Peak value
$381K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $233K |
| Q3 2025 | $371K |
| Q4 2025 | $229K |
| Q4 2025 | $381K |
| Q1 2026 | $219K |
| Q1 2026 | $376K |
| Q2 2026 | $231K |
| Q2 2026 | $360K |
| Q3 2026 | $194K |
| Q3 2026 | $304K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $304K | 29.7K | — | — |
| Q3 2026 | $194K | 18.4K | — | — |
| Q2 2026 | $360K | 29.7K | — | — |
| Q2 2026 | $231K | 18.4K | — | — |
| Q1 2026 | $376K | 32.2K | — | — |
| Q1 2026 | $219K | 18.4K | — | — |
| Q4 2025 | $381K | 32.2K | — | — |
| Q4 2025 | $229K | 18.4K | — | — |
| Q3 2025 | $371K | 32.2K | — | — |
| Q3 2025 | $233K | 18.4K | — | — |
Other funds holding NAC
$84M
$69.9M
$60.7M
$43.2M
$41.6M
$38.6M
$36.3M
$36.3M