Carson Wealth (CWM LLC)’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68K | Buy |
6,000
+147
| +3% | +$1.67K | ﹤0.01% | 3025 |
|
|
2025
Q1 | $67K | Sell |
5,853
-1,143
| -16% | -$13.1K | ﹤0.01% | 2729 |
|
|
2024
Q4 | $82K | Buy |
6,996
+1,300
| +23% | +$15.2K | ﹤0.01% | 2417 |
|
|
2024
Q3 | $71K | Sell |
5,696
-18,962
| -77% | -$236K | ﹤0.01% | 2424 |
|
|
2024
Q2 | $289K | Sell |
24,658
-182
| -0.7% | -$2.13K | ﹤0.01% | 1411 |
|
|
2024
Q1 | $285K | Buy |
24,840
+19,679
| +381% | +$226K | ﹤0.01% | 1357 |
|
|
2023
Q4 | $59K | Buy |
5,161
+133
| +3% | +$1.52K | ﹤0.01% | 2066 |
|
|
2023
Q3 | $51K | Sell |
5,028
-502
| -9% | -$5.09K | ﹤0.01% | 2043 |
|
|
2023
Q2 | $62K | Buy |
5,530
+513
| +10% | +$5.75K | ﹤0.01% | 1841 |
|
|
2023
Q1 | $58K | Buy |
5,017
+228
| +5% | +$2.64K | ﹤0.01% | 1777 |
|
|
2022
Q4 | $57K | Sell |
4,789
-9,182
| -66% | -$109K | ﹤0.01% | 1661 |
|
|
2022
Q3 | $154K | Buy |
13,971
+3,280
| +31% | +$36.2K | ﹤0.01% | 1150 |
|
|
2022
Q2 | $133K | Buy |
10,691
+6,752
| +171% | +$84K | ﹤0.01% | 1198 |
|
|
2022
Q1 | $53K | Sell |
3,939
-3,364
| -46% | -$45.3K | ﹤0.01% | 1586 |
|
|
2021
Q4 | $118K | Buy |
+7,303
| New | +$118K | ﹤0.01% | 1229 |
|
|
2021
Q2 | $83K | Hold |
5,184
| – | – | ﹤0.01% | 1198 |
|
|
2021
Q1 | $83K | Hold |
5,184
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q4 | $83K | Hold |
5,184
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q3 | $83K | Hold |
5,184
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q2 | $83K | Hold |
5,184
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q1 | $83K | Hold |
5,184
| – | – | ﹤0.01% | 1198 |
|
|
2019
Q4 | $83K | Hold |
5,184
| – | – | ﹤0.01% | 1198 |
|
|
2019
Q3 | $83K | Hold |
5,184
| – | – | ﹤0.01% | 1198 |
|
|
2019
Q2 | $83K | Hold |
5,184
| – | – | ﹤0.01% | 1198 |
|
|
2019
Q1 | $83K | Sell |
5,184
-18,995
| -79% | -$304K | ﹤0.01% | 1198 |
|
|
2018
Q4 | $303K | Buy |
24,179
+22,605
| +1,436% | +$283K | 0.01% | 521 |
|
|
2018
Q3 | $20K | Buy |
+1,574
| New | +$20K | ﹤0.01% | 951 |
|