Carson Wealth (CWM LLC)’s Nuveen Build Am Bond Opp Fd NBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-280
| Closed | -$6K | – | 2350 |
|
|
2018
Q3 | $6K | Hold |
280
| – | – | ﹤0.01% | 1312 |
|
|
2018
Q2 | $6K | Hold |
280
| – | – | ﹤0.01% | 1166 |
|
|
2018
Q1 | $6K | Hold |
280
| – | – | ﹤0.01% | 992 |
|
|
2017
Q4 | $6K | Hold |
280
| – | – | ﹤0.01% | 1054 |
|
|
2017
Q3 | $6K | Buy |
+280
| New | +$6K | ﹤0.01% | 1050 |
|