Carson Wealth (CWM LLC)’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-196
| Closed | -$4K | – | 5040 |
|
|
2024
Q2 | $4K | Buy |
+196
| New | +$4K | ﹤0.01% | 3980 |
|
|
2023
Q3 | – | Sell |
-1,589
| Closed | -$33K | – | 4418 |
|
|
2023
Q2 | $33K | Sell |
1,589
-1,231
| -44% | -$25.6K | ﹤0.01% | 2291 |
|
|
2023
Q1 | $59K | Sell |
2,820
-2,400
| -46% | -$50.2K | ﹤0.01% | 1774 |
|
|
2022
Q4 | $107K | Buy |
5,220
+11
| +0.2% | +$225 | ﹤0.01% | 1349 |
|
|
2022
Q3 | $106K | Buy |
+5,209
| New | +$106K | ﹤0.01% | 1304 |
|