Nuveen California Municipal Value Fund shares owned by Sterling Group Wealth Management
Quarter-by-quarter ownership of Nuveen California Municipal Value Fund (NCA) shares owned by Sterling Group Wealth Management
from 13F filings
Historical chart of Sterling Group Wealth Management investment in Nuveen California Municipal Value Fund
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Quarterly reported holdings in Nuveen California Municipal Value Fund by Sterling Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $481k | 54k | 8.90 |
| 2025-06-30 | $469k | 54k | 8.68 |
| 2025-03-31 | $467k | 54k | 8.65 |
| 2024-12-31 | $456k | 54k | 8.45 |
| 2024-09-30 | $492k | 54k | 9.12 |
| 2024-06-30 | $468k | 54k | 8.67 |
| 2023-12-31 | $484k | 54k | 8.96 |
| 2023-09-30 | $443k | 54k | 8.21 |
| 2023-06-30 | $462k | 54k | 8.55 |
| 2023-03-31 | $476k | 54k | 8.81 |
| 2022-12-31 | $3.1M | 371k | 8.45 |
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