Carson Wealth (CWM LLC)’s Nelnet NNI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Sell |
296
-265
| -47% | -$32.2K | ﹤0.01% | 3510 |
|
|
2025
Q1 | $62K | Buy |
561
+81
| +17% | +$8.95K | ﹤0.01% | 2792 |
|
|
2024
Q4 | $51K | Sell |
480
-5
| -1% | -$531 | ﹤0.01% | 2785 |
|
|
2024
Q3 | $55K | Buy |
485
+33
| +7% | +$3.74K | ﹤0.01% | 2618 |
|
|
2024
Q2 | $46K | Buy |
452
+23
| +5% | +$2.34K | ﹤0.01% | 2524 |
|
|
2024
Q1 | $41K | Buy |
429
+17
| +4% | +$1.63K | ﹤0.01% | 2428 |
|
|
2023
Q4 | $36K | Buy |
412
+263
| +177% | +$23K | ﹤0.01% | 2372 |
|
|
2023
Q3 | $13K | Buy |
149
+23
| +18% | +$2.01K | ﹤0.01% | 2989 |
|
|
2023
Q2 | $12K | Buy |
126
+4
| +3% | +$381 | ﹤0.01% | 2981 |
|
|
2023
Q1 | $11K | Buy |
122
+1
| +0.8% | +$90 | ﹤0.01% | 2892 |
|
|
2022
Q4 | $11K | Hold |
121
| – | – | ﹤0.01% | 2755 |
|
|
2022
Q3 | $10K | Hold |
121
| – | – | ﹤0.01% | 2684 |
|
|
2022
Q2 | $10K | Buy |
121
+12
| +11% | +$992 | ﹤0.01% | 2589 |
|
|
2022
Q1 | $9K | Hold |
109
| – | – | ﹤0.01% | 2542 |
|
|
2021
Q4 | $11K | Buy |
+109
| New | +$11K | ﹤0.01% | 2303 |
|
|
2021
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 2190 |
|
|
2021
Q1 | $8K | Hold |
109
| – | – | ﹤0.01% | 2190 |
|
|
2020
Q4 | $8K | Hold |
109
| – | – | ﹤0.01% | 2190 |
|
|
2020
Q3 | $8K | Hold |
109
| – | – | ﹤0.01% | 2190 |
|
|
2020
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 2190 |
|
|
2020
Q1 | $8K | Hold |
109
| – | – | ﹤0.01% | 2190 |
|
|
2019
Q4 | $8K | Hold |
109
| – | – | ﹤0.01% | 2190 |
|
|
2019
Q3 | $8K | Hold |
109
| – | – | ﹤0.01% | 2190 |
|
|
2019
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 2190 |
|
|
2019
Q1 | $8K | Buy |
109
+102
| +1,457% | +$7.49K | ﹤0.01% | 2190 |
|
|
2018
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2195 |
|
|
2018
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1935 |
|
|
2018
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1740 |
|
|
2018
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1500 |
|
|
2017
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1537 |
|
|
2017
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1531 |
|
|
2017
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1269 |
|
|
2017
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1260 |
|