Carson Wealth (CWM LLC)’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-64
| Closed | -$1K | – | 5238 |
|
|
2025
Q1 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 4949 |
|
|
2024
Q4 | – | Sell |
-63
| Closed | -$1K | – | 5076 |
|
|
2024
Q3 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 4651 |
|
|
2019
Q1 | – | Sell |
-4,987
| Closed | -$64K | – | 3145 |
|
|
2018
Q4 | $64K | Buy |
4,987
+3,230
| +184% | +$41.5K | ﹤0.01% | 823 |
|
|
2018
Q3 | $23K | Hold |
1,757
| – | – | ﹤0.01% | 919 |
|
|
2018
Q2 | $23K | Hold |
1,757
| – | – | ﹤0.01% | 805 |
|
|
2018
Q1 | $23K | Hold |
1,757
| – | – | ﹤0.01% | 685 |
|
|
2017
Q4 | $24K | Hold |
1,757
| – | – | ﹤0.01% | 667 |
|
|
2017
Q3 | $24K | Hold |
1,757
| – | – | ﹤0.01% | 666 |
|
|
2017
Q2 | $24K | Hold |
1,757
| – | – | ﹤0.01% | 609 |
|
|
2017
Q1 | $23K | Hold |
1,757
| – | – | ﹤0.01% | 583 |
|
|
2016
Q4 | $23K | Sell |
1,757
-600
| -25% | -$7.85K | ﹤0.01% | 559 |
|
|
2016
Q3 | $35K | Hold |
2,357
| – | – | ﹤0.01% | 477 |
|
|
2016
Q2 | $36K | Hold |
2,357
| – | – | ﹤0.01% | 407 |
|
|
2016
Q1 | $33K | Hold |
2,357
| – | – | ﹤0.01% | 389 |
|
|
2015
Q4 | $32K | Hold |
2,357
| – | – | ﹤0.01% | 357 |
|
|
2015
Q3 | $30K | Buy |
+2,357
| New | +$30K | ﹤0.01% | 329 |
|