Carson Wealth (CWM LLC)’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
26,222
-6,779
| -21% | -$80.9K | ﹤0.01% | 1835 |
|
|
2025
Q1 | $409K | Buy |
33,001
+1,485
| +5% | +$18.4K | ﹤0.01% | 1533 |
|
|
2024
Q4 | $386K | Hold |
31,516
| – | – | ﹤0.01% | 1483 |
|
|
2024
Q3 | $422K | Sell |
31,516
-9,296
| -23% | -$124K | ﹤0.01% | 1395 |
|
|
2024
Q2 | $509K | Buy |
40,812
+3,046
| +8% | +$38K | ﹤0.01% | 1190 |
|
|
2024
Q1 | $459K | Buy |
37,766
+653
| +2% | +$7.94K | ﹤0.01% | 1173 |
|
|
2023
Q4 | $439K | Buy |
37,113
+7,390
| +25% | +$87.4K | ﹤0.01% | 1106 |
|
|
2023
Q3 | $306K | Buy |
29,723
+5,114
| +21% | +$52.6K | ﹤0.01% | 1148 |
|
|
2023
Q2 | $288K | Sell |
24,609
-15,465
| -39% | -$181K | ﹤0.01% | 1121 |
|
|
2023
Q1 | $472K | Sell |
40,074
-7,154
| -15% | -$84.3K | ﹤0.01% | 905 |
|
|
2022
Q4 | $573K | Sell |
47,228
-6,854
| -13% | -$83.2K | ﹤0.01% | 762 |
|
|
2022
Q3 | $631K | Buy |
54,082
+300
| +0.6% | +$3.5K | 0.01% | 686 |
|
|
2022
Q2 | $705K | Buy |
53,782
+7,344
| +16% | +$96.3K | 0.01% | 654 |
|
|
2022
Q1 | $687K | Sell |
46,438
-7,356
| -14% | -$109K | ﹤0.01% | 645 |
|
|
2021
Q4 | $965K | Buy |
+53,794
| New | +$965K | 0.01% | 578 |
|
|
2021
Q2 | $893K | Hold |
49,986
| – | – | 0.01% | 580 |
|
|
2021
Q1 | $893K | Hold |
49,986
| – | – | 0.01% | 580 |
|
|
2020
Q4 | $893K | Hold |
49,986
| – | – | 0.01% | 580 |
|
|
2020
Q3 | $893K | Hold |
49,986
| – | – | 0.01% | 580 |
|
|
2020
Q2 | $893K | Hold |
49,986
| – | – | 0.01% | 580 |
|
|
2020
Q1 | $893K | Hold |
49,986
| – | – | 0.01% | 580 |
|
|
2019
Q4 | $893K | Hold |
49,986
| – | – | 0.01% | 580 |
|
|
2019
Q3 | $893K | Hold |
49,986
| – | – | 0.01% | 580 |
|
|
2019
Q2 | $893K | Hold |
49,986
| – | – | 0.01% | 580 |
|
|
2019
Q1 | $893K | Sell |
49,986
-54,238
| -52% | -$969K | 0.01% | 580 |
|
|
2018
Q4 | $1.46M | Buy |
104,224
+4,697
| +5% | +$65.7K | 0.04% | 321 |
|
|
2018
Q3 | $1.45M | Sell |
99,527
-121
| -0.1% | -$1.76K | 0.04% | 280 |
|
|
2018
Q2 | $1.45M | Sell |
99,648
-816
| -0.8% | -$11.9K | 0.05% | 241 |
|
|
2018
Q1 | $1.46M | Buy |
100,464
+16,065
| +19% | +$233K | 0.06% | 202 |
|
|
2017
Q4 | $1.3M | Buy |
84,399
+37,186
| +79% | +$574K | 0.06% | 212 |
|
|
2017
Q3 | $727K | Buy |
+47,213
| New | +$727K | 0.03% | 225 |
|