Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen California Municipal Value Fund NCA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,086
Closed -$12K – 1148
2016
Q3 		$12K Hold
1,086
– – ﹤0.01% 658
2016
Q2 		$12K Hold
1,086
– – ﹤0.01% 537
2016
Q1 		$12K Hold
1,086
– – ﹤0.01% 497
2015
Q4 		$12K Buy
+1,086
New +$12K ﹤0.01% 443