Carson Wealth (CWM LLC)
JTA

Carson Wealth (CWM LLC)’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JTA Stock Details JTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-36,005
Closed -$365K – 3477
2018
Q4 		$365K Buy
+36,005
New +$365K 0.01% 491