Carson Wealth (CWM LLC)
NBD

Carson Wealth (CWM LLC)’s Nuveen Build Am Bond Opp Fd NBD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NBD Stock Details NBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-280
Closed -$6K – 2357
2018
Q3 		$6K Hold
280
– – ﹤0.01% 1315
2018
Q2 		$6K Hold
280
– – ﹤0.01% 1170
2018
Q1 		$6K Hold
280
– – ﹤0.01% 993
2017
Q4 		$6K Hold
280
– – ﹤0.01% 1055
2017
Q3 		$6K Buy
+280
New +$6.21K ﹤0.01% 1051

Carson Wealth (CWM LLC)'s NBD Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Build Am Bond Opp Fd (NBD) in Q4 2018, closing a stake of 280 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in NBD in Q3 2017 and held it in 5 quarters. The position peaked at $6K in Q3 2018. 0 funds tracked by Wall St. Rank hold NBD as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen Build Am Bond Opp Fd position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 280 Nuveen Build Am Bond Opp Fd shares in Q4 2018, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Build Am Bond Opp Fd in Q3 2017 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Nuveen Build Am Bond Opp Fd position peaked at $6K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Nuveen Build Am Bond Opp Fd as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.