Carson Wealth (CWM LLC)’s Nuveen Municipal Credit Income Fund NZF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.77K | Sell |
802
-3
| -0.4% | -$38 | ﹤0.01% | 4782 |
|
|
2025
Q4 | $10K | Buy |
805
+9
| +1% | +$113 | ﹤0.01% | 4552 |
|
|
2025
Q3 | $10K | Hold |
796
| – | – | ﹤0.01% | 4484 |
|
|
2025
Q2 | $9K | Hold |
796
| – | – | ﹤0.01% | 4362 |
|
|
2025
Q1 | $10K | Hold |
796
| – | – | ﹤0.01% | 4114 |
|
|
2024
Q4 | $10K | Hold |
796
| – | – | ﹤0.01% | 3885 |
|
|
2024
Q3 | $10K | Sell |
796
-7,874
| -91% | -$99.9K | ﹤0.01% | 3795 |
|
|
2024
Q2 | $107K | Hold |
8,670
| – | – | ﹤0.01% | 1934 |
|
|
2024
Q1 | $106K | Hold |
8,670
| – | – | ﹤0.01% | 1849 |
|
|
2023
Q4 | $102K | Hold |
8,670
| – | – | ﹤0.01% | 1760 |
|
|
2023
Q3 | $90K | Buy |
8,670
+4,363
| +101% | +$49.4K | ﹤0.01% | 1704 |
|
|
2023
Q2 | $50K | Buy |
4,307
+77
| +2% | +$893 | ﹤0.01% | 1989 |
|
|
2023
Q1 | $51K | Buy |
4,230
+3
| +0.1% | +$36 | ﹤0.01% | 1864 |
|
|
2022
Q4 | $51K | Sell |
4,227
-58
| -1% | -$671 | ﹤0.01% | 1723 |
|
|
2022
Q3 | $49K | Buy |
4,285
+58
| +1% | +$748 | ﹤0.01% | 1665 |
|
|
2022
Q2 | $53K | Buy |
4,227
+3,434
| +433% | +$44.7K | ﹤0.01% | 1607 |
|
|
2022
Q1 | $12K | Hold |
793
| – | – | ﹤0.01% | 2382 |
|
|
2021
Q4 | $14K | Buy |
+793
| New | +$13.4K | ﹤0.01% | 2172 |
|
|
2021
Q2 | $14K | Hold |
793
| – | – | ﹤0.01% | 1959 |
|
|
2021
Q1 | $14K | Hold |
793
| – | – | ﹤0.01% | 1959 |
|
|
2020
Q4 | $14K | Hold |
793
| – | – | ﹤0.01% | 1959 |
|
|
2020
Q3 | $14K | Hold |
793
| – | – | ﹤0.01% | 1959 |
|
|
2020
Q2 | $14K | Hold |
793
| – | – | ﹤0.01% | 1959 |
|
|
2020
Q1 | $14K | Hold |
793
| – | – | ﹤0.01% | 1959 |
|
|
2019
Q4 | $14K | Hold |
793
| – | – | ﹤0.01% | 1959 |
|
|
2019
Q3 | $14K | Hold |
793
| – | – | ﹤0.01% | 1959 |
|
|
2019
Q2 | $14K | Hold |
793
| – | – | ﹤0.01% | 1959 |
|
|
2019
Q1 | $14K | Sell |
793
-14,796
| -95% | -$213K | ﹤0.01% | 1958 |
|
|
2018
Q4 | $209K | Buy |
+15,589
| New | +$211K | 0.01% | 592 |
|
Other funds holding NZF
GC
HWAM
