Carson Wealth (CWM LLC)’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Hold |
489
| – | – | ﹤0.01% | 4453 |
|
|
2025
Q1 | $6K | Hold |
489
| – | – | ﹤0.01% | 4365 |
|
|
2024
Q4 | $6K | Hold |
489
| – | – | ﹤0.01% | 4121 |
|
|
2024
Q3 | $7K | Buy |
+489
| New | +$7K | ﹤0.01% | 3949 |
|
|
2023
Q3 | – | Sell |
-273
| Closed | -$3K | – | 4337 |
|
|
2023
Q2 | $3K | Buy |
+273
| New | +$3K | ﹤0.01% | 3644 |
|
|
2023
Q1 | – | Sell |
-158
| Closed | -$2K | – | 4187 |
|
|
2022
Q4 | $2K | Hold |
158
| – | – | ﹤0.01% | 3572 |
|
|
2022
Q3 | $2K | Hold |
158
| – | – | ﹤0.01% | 3472 |
|
|
2022
Q2 | $2K | Buy |
+158
| New | +$2K | ﹤0.01% | 3348 |
|
|
2022
Q1 | – | Sell |
-34
| Closed | -$1K | – | 3671 |
|
|
2021
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 3302 |
|
|
2021
Q2 | $2K | Hold |
101
| – | – | ﹤0.01% | 2638 |
|
|
2021
Q1 | $2K | Hold |
101
| – | – | ﹤0.01% | 2638 |
|
|
2020
Q4 | $2K | Hold |
101
| – | – | ﹤0.01% | 2638 |
|
|
2020
Q3 | $2K | Hold |
101
| – | – | ﹤0.01% | 2638 |
|
|
2020
Q2 | $2K | Hold |
101
| – | – | ﹤0.01% | 2638 |
|
|
2020
Q1 | $2K | Hold |
101
| – | – | ﹤0.01% | 2638 |
|
|
2019
Q4 | $2K | Hold |
101
| – | – | ﹤0.01% | 2638 |
|
|
2019
Q3 | $2K | Hold |
101
| – | – | ﹤0.01% | 2638 |
|
|
2019
Q2 | $2K | Hold |
101
| – | – | ﹤0.01% | 2638 |
|
|
2019
Q1 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 2638 |
|
|
2018
Q1 | – | Sell |
-751
| Closed | -$13K | – | 1475 |
|
|
2017
Q4 | $13K | Hold |
751
| – | – | ﹤0.01% | 817 |
|
|
2017
Q3 | $14K | Buy |
+751
| New | +$14K | ﹤0.01% | 803 |
|