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Pacific Wealth Strategies Group, Inc. → NAC
Pacific Wealth Strategies Group, Inc. NAC Position History
Nuveen California Quality Municipal Income Fund • Financial Services
Quarters held
10
Latest value
$492K
Q3 2026
Peak value
$705K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $355K |
| Q3 2025 | $705K |
| Q4 2025 | $348K |
| Q4 2025 | $684K |
| Q1 2026 | $333K |
| Q1 2026 | $675K |
| Q2 2026 | $351K |
| Q2 2026 | $539K |
| Q3 2026 | $274K |
| Q3 2026 | $492K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $492K | 48.0K | — | — |
| Q3 2026 | $274K | 26.0K | — | — |
| Q2 2026 | $539K | 44.5K | — | — |
| Q2 2026 | $351K | 28.0K | — | — |
| Q1 2026 | $675K | 57.9K | — | — |
| Q1 2026 | $333K | 28.0K | — | — |
| Q4 2025 | $684K | 57.9K | — | — |
| Q4 2025 | $348K | 28.0K | — | — |
| Q3 2025 | $705K | 61.3K | — | — |
| Q3 2025 | $355K | 28.0K | — | — |
Other funds holding NAC
$84M
$69.9M
$60.7M
$43.2M
$41.6M
$38.6M
$36.3M
$36.3M