Carson Wealth (CWM LLC)’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | – | – | 5067 |
|
|
2024
Q3 | $0 | Sell |
1
-39
| -98% | – | ﹤0.01% | 5031 |
|
|
2024
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 4428 |
|
|
2024
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 4167 |
|
|
2023
Q4 | $1K | Sell |
40
-242
| -86% | -$6.05K | ﹤0.01% | 3982 |
|
|
2023
Q3 | $6K | Sell |
282
-195
| -41% | -$4.15K | ﹤0.01% | 3382 |
|
|
2023
Q2 | $10K | Buy |
477
+377
| +377% | +$7.9K | ﹤0.01% | 3087 |
|
|
2023
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3672 |
|