BWM
BT Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,223
| Closed | -$147K | – | 65 |
|
|
2019
Q4 | $147K | Hold |
19,223
| – | – | 0.07% | 65 |
|
|
2019
Q3 | $144K | Hold |
19,223
| – | – | 0.08% | 52 |
|
|
2019
Q2 | $147K | Sell |
19,223
-12,392
| -39% | -$94.8K | 0.09% | 53 |
|
|
2019
Q1 | $244K | Hold |
31,615
| – | – | 0.14% | 48 |
|
|
2018
Q4 | $242K | Buy |
+31,615
| New | +$242K | 0.1% | 86 |
|