Carson Wealth (CWM LLC)’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $320K | Sell |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $409K | Buy |
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|
2024
Q4 | $386K | Hold |
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|
2024
Q3 | $422K | Sell |
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|
2024
Q2 | $509K | Buy |
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|
2024
Q1 | $459K | Buy |
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|
2023
Q4 | $439K | Buy |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $573K | Sell |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $705K | Buy |
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|
2022
Q1 | $687K | Sell |
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|
2021
Q4 | $965K | Buy |
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|
2021
Q2 | $893K | Hold |
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|
2021
Q1 | $893K | Hold |
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|
2020
Q4 | $893K | Hold |
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|
2020
Q3 | $893K | Hold |
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|
2020
Q2 | $893K | Hold |
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|
2020
Q1 | $893K | Hold |
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|
2019
Q4 | $893K | Hold |
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|
2019
Q3 | $893K | Hold |
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|
2019
Q2 | $893K | Hold |
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|
2019
Q1 | $893K | Sell |
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|
2018
Q4 | $1.46M | Buy |
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|
2018
Q3 | $1.45M | Sell |
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|
2018
Q2 | $1.45M | Sell |
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|
2018
Q1 | $1.46M | Buy |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $727K | Buy |
|