Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JFR Stock Details JFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$10K Sell
2025
Q2 		$12K Sell
2025
Q1 		$16K Hold
2024
Q4 		$17K Hold
2024
Q3 		$17K Buy
2024
Q2 		$13K Hold
2024
Q1 		$14K Sell
2023
Q4 		$33K Sell
2023
Q3 		$144K Buy
2023
Q2 		$12K Buy