Carson Wealth (CWM LLC)
NDMO icon

Carson Wealth (CWM LLC)’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-930
Closed -$12K – 4001
2022
Q1 		$12K Hold
930
– – ﹤0.01% 2380
2021
Q4 		$15K Buy
+930
New +$14.7K ﹤0.01% 2139

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AAM
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WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NDMO Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2022, closing a stake of 930 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in NDMO in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 46 funds tracked by Wall St. Rank hold NDMO as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 930 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2022, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2021 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Nuveen Dynamic Municipal Opportunities Fund position peaked at $15K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.