B. Riley Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
+35,771
| New | +$193K | 0.01% | 876 |
|
|
2024
Q4 | $207K | Sell |
36,442
-1,675
| -4% | -$9.53K | 0.01% | 1030 |
|
|
2024
Q3 | $223K | Sell |
38,117
-25,108
| -40% | -$147K | 0.01% | 1091 |
|
|
2024
Q2 | $354K | Sell |
63,225
-15,254
| -19% | -$85.5K | 0.01% | 950 |
|
|
2024
Q1 | $401K | Sell |
78,479
-8,100
| -9% | -$41.4K | 0.01% | 904 |
|
|
2023
Q4 | $452K | Buy |
86,579
+8,100
| +10% | +$42.3K | 0.01% | 865 |
|
|
2023
Q3 | $401K | Sell |
78,479
-200
| -0.3% | -$1.02K | 0.01% | 904 |
|
|
2023
Q2 | $401K | Sell |
78,679
-1,500
| -2% | -$7.65K | 0.01% | 971 |
|
|
2023
Q1 | $414K | Buy |
80,179
+791
| +1% | +$4.08K | 0.01% | 893 |
|
|
2022
Q4 | $404K | Buy |
79,388
+2,977
| +4% | +$15.2K | 0.01% | 877 |
|
|
2022
Q3 | $391K | Buy |
76,411
+28,612
| +60% | +$146K | 0.01% | 875 |
|
|
2022
Q2 | $249K | Buy |
47,799
+2,937
| +7% | +$15.3K | 0.01% | 957 |
|
|
2022
Q1 | $278K | Buy |
44,862
+766
| +2% | +$4.75K | 0.01% | 1051 |
|
|
2021
Q4 | $287K | Buy |
44,096
+1,402
| +3% | +$9.13K | 0.01% | 1101 |
|
|
2021
Q3 | $281K | Buy |
42,694
+212
| +0.5% | +$1.4K | 0.01% | 1076 |
|
|
2021
Q2 | $287K | Buy |
42,482
+720
| +2% | +$4.86K | 0.01% | 1047 |
|
|
2021
Q1 | $272K | Buy |
41,762
+1,219
| +3% | +$7.94K | 0.01% | 1045 |
|
|
2020
Q4 | $258K | Buy |
40,543
+19,585
| +93% | +$125K | 0.01% | 837 |
|
|
2020
Q3 | $124K | Buy |
+20,958
| New | +$124K | 0.01% | 876 |
|
|
2015
Q1 | – | Sell |
-4,250
| Closed | -$37 | – | 1307 |
|
|
2014
Q4 | $37 | Buy |
+4,250
| New | +$37 | ﹤0.01% | 2251 |
|
|
2014
Q3 | – | Sell |
-2,950
| Closed | -$27.6K | – | 1304 |
|
|
2014
Q2 | $27.6K | Buy |
+2,950
| New | +$27.6K | 0.01% | 1315 |
|