Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NMAI Stock Details NMAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$4K Hold
2025
Q1 		$4K Hold
2024
Q4 		$4K Hold
2024
Q3 		$5K Buy
2023
Q4 		– Sell
2023
Q3 		$14K Sell
2023
Q2 		$17K Buy
2023
Q1 		$15K Buy
2022
Q4 		$0 Hold
2022
Q3 		$0 Sell
2022
Q2 		$54K Buy