Hall Private Wealth Advisors
- SEC CIK
- 0001744091
- Latest filing
- Nov 15, 2023
NAC holding history
Nuveen California Quality Municipal Income Fund in every 13F filed by Hall Private Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NAC overviewAll 13F holders of NACFull Q3 2023 holdings
- Shares (Q3 2023)
- 232,655
- Value
- $2.25M
- % of portfolio
- 1.5%
- Quarters held
- 10
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 232,655 | $2.25M | 1.5% | +72,136+44.9% | Added | Holders |
| Q2 2023 | 160,519 | $1.75M | 0.9% | 00.0% | Unchanged | Holders |
| Q1 2023 | 160,519 | $1.77M | 0.9% | +3,553+2.3% | Added | Holders |
| Q4 2022 | 156,966 | $1.74M | 1.0% | −88,428−36.0% | Reduced | Holders |
| Q3 2022 | 245,394 | $2.69M | 1.6% | +49,013+25.0% | Added | Holders |
| Q2 2022 | 196,381 | $2.42M | 1.4% | +136,450+227.7% | Added | Holders |
| Q1 2022 | 59,931 | $786.0K | 0.4% | +3,255+5.7% | Added | Holders |
| Q4 2021 | 56,676 | $886.0K | 0.6% | 00.0% | Unchanged | Holders |
| Q3 2021 | 56,676 | $889.0K | 0.6% | −14,014−19.8% | Reduced | Holders |
| Q2 2021 | 70,690 | $1.12M | 0.7% | – | No prior filing | Holders |