Carson Wealth (CWM LLC)’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Hold |
354
| – | – | ﹤0.01% | 4692 |
|
|
2025
Q1 | $4K | Hold |
354
| – | – | ﹤0.01% | 4549 |
|
|
2024
Q4 | $4K | Hold |
354
| – | – | ﹤0.01% | 4334 |
|
|
2024
Q3 | $5K | Buy |
+354
| New | +$5K | ﹤0.01% | 4117 |
|
|
2023
Q4 | – | Sell |
-1,257
| Closed | -$14K | – | 4387 |
|
|
2023
Q3 | $14K | Sell |
1,257
-171
| -12% | -$1.91K | ﹤0.01% | 2931 |
|
|
2023
Q2 | $17K | Buy |
1,428
+171
| +14% | +$2.04K | ﹤0.01% | 2746 |
|
|
2023
Q1 | $15K | Buy |
1,257
+1,247
| +12,470% | +$14.9K | ﹤0.01% | 2699 |
|
|
2022
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 4140 |
|
|
2022
Q3 | $0 | Sell |
10
-4,092
| -100% | – | ﹤0.01% | 4079 |
|
|
2022
Q2 | $54K | Buy |
+4,102
| New | +$54K | ﹤0.01% | 1598 |
|