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Perigon Wealth Management, LLC → NAC
Perigon Wealth Management, LLC NAC Position History
Nuveen California Quality Municipal Income Fund • Financial Services
Quarters held
8
Latest value
$155K
Q3 2026
Peak value
$243K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $211K |
| Q4 2025 | $179K |
| Q1 2026 | $202K |
| Q1 2026 | $177K |
| Q2 2026 | $212K |
| Q2 2026 | $184K |
| Q3 2026 | $243K |
| Q3 2026 | $155K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $155K | 15.2K | — | — |
| Q3 2026 | $243K | 23.1K | — | — |
| Q2 2026 | $184K | 15.2K | — | — |
| Q2 2026 | $212K | 16.9K | — | — |
| Q1 2026 | $177K | 15.2K | — | — |
| Q1 2026 | $202K | 16.9K | — | — |
| Q4 2025 | $179K | 15.2K | — | — |
| Q4 2025 | $211K | 16.9K | — | — |
Other funds holding NAC
$84M
$69.9M
$60.7M
$43.2M
$41.6M
$38.6M
$36.3M
$36.3M