Nuveen California Municipal Value Fund shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of Nuveen California Municipal Value Fund (NCA) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in Nuveen California Municipal Value Fund
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All positions including Nuveen California Municipal Value Fund held by Schechter Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $315k | 35k | 9.00 |
2023-12-31 | $344k | 38k | 8.96 |
2023-09-30 | $320k | 39k | 8.21 |
2023-06-30 | $333k | 39k | 8.55 |
2023-03-31 | $343k | 39k | 8.81 |
2022-12-31 | $329k | 39k | 8.45 |
2022-09-30 | $330k | 40k | 8.25 |
2022-06-30 | $349k | 40k | 8.73 |
2022-03-31 | $366k | 40k | 9.15 |
2021-12-31 | $410k | 41k | 10.13 |
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