Carson Wealth (CWM LLC)’s Nuveen Municipal Credit Income Fund NZF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9K | Hold |
796
| – | – | ﹤0.01% | 4358 |
|
2025
Q1 | $10K | Hold |
796
| – | – | ﹤0.01% | 4108 |
|
2024
Q4 | $10K | Hold |
796
| – | – | ﹤0.01% | 3883 |
|
2024
Q3 | $10K | Sell |
796
-7,874
| -91% | -$98.9K | ﹤0.01% | 3793 |
|
2024
Q2 | $107K | Hold |
8,670
| – | – | ﹤0.01% | 1932 |
|
2024
Q1 | $106K | Hold |
8,670
| – | – | ﹤0.01% | 1847 |
|
2023
Q4 | $102K | Hold |
8,670
| – | – | ﹤0.01% | 1758 |
|
2023
Q3 | $90K | Buy |
8,670
+4,363
| +101% | +$45.3K | ﹤0.01% | 1703 |
|
2023
Q2 | $50K | Buy |
4,307
+77
| +2% | +$894 | ﹤0.01% | 1987 |
|
2023
Q1 | $51K | Buy |
4,230
+3
| +0.1% | +$36 | ﹤0.01% | 1862 |
|
2022
Q4 | $51K | Sell |
4,227
-58
| -1% | -$700 | ﹤0.01% | 1721 |
|
2022
Q3 | $49K | Buy |
4,285
+58
| +1% | +$663 | ﹤0.01% | 1663 |
|
2022
Q2 | $53K | Buy |
4,227
+3,434
| +433% | +$43.1K | ﹤0.01% | 1605 |
|
2022
Q1 | $12K | Hold |
793
| – | – | ﹤0.01% | 2378 |
|
2021
Q4 | $14K | Buy |
+793
| New | +$14K | ﹤0.01% | 2168 |
|
2021
Q2 | $14K | Hold |
793
| – | – | ﹤0.01% | 1955 |
|
2021
Q1 | $14K | Hold |
793
| – | – | ﹤0.01% | 1955 |
|
2020
Q4 | $14K | Hold |
793
| – | – | ﹤0.01% | 1955 |
|
2020
Q3 | $14K | Hold |
793
| – | – | ﹤0.01% | 1955 |
|
2020
Q2 | $14K | Hold |
793
| – | – | ﹤0.01% | 1955 |
|
2020
Q1 | $14K | Hold |
793
| – | – | ﹤0.01% | 1955 |
|
2019
Q4 | $14K | Hold |
793
| – | – | ﹤0.01% | 1955 |
|
2019
Q3 | $14K | Hold |
793
| – | – | ﹤0.01% | 1955 |
|
2019
Q2 | $14K | Hold |
793
| – | – | ﹤0.01% | 1955 |
|
2019
Q1 | $14K | Sell |
793
-14,796
| -95% | -$261K | ﹤0.01% | 1955 |
|
2018
Q4 | $209K | Buy |
+15,589
| New | +$209K | 0.01% | 591 |
|