Carson Wealth (CWM LLC)’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $70K | Hold |
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|
2025
Q2 | $68K | Buy |
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|
2025
Q1 | $67K | Sell |
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|
2024
Q4 | $82K | Buy |
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|
2024
Q3 | $71K | Sell |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $59K | Buy |
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|
2023
Q3 | $51K | Sell |
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|
2023
Q2 | $62K | Buy |
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|
2023
Q1 | $58K | Buy |
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|
2022
Q4 | $57K | Sell |
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|
2022
Q3 | $154K | Buy |
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|
2022
Q2 | $133K | Buy |
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|
2022
Q1 | $53K | Sell |
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|
2021
Q4 | $118K | Buy |
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|
2021
Q2 | $83K | Hold |
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|
2021
Q1 | $83K | Hold |
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|
2020
Q4 | $83K | Hold |
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|
2020
Q3 | $83K | Hold |
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|
2020
Q2 | $83K | Hold |
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|
2020
Q1 | $83K | Hold |
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|
2019
Q4 | $83K | Hold |
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|
2019
Q3 | $83K | Hold |
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|
2019
Q2 | $83K | Hold |
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|
2019
Q1 | $83K | Sell |
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|
2018
Q4 | $303K | Buy |
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|
2018
Q3 | $20K | Buy |
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