BWA
Burt Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,058
| Closed | -$16K | – | 494 |
|
|
2016
Q1 | $16K | Hold |
2,058
| – | – | 0.01% | 274 |
|
|
2015
Q4 | $16K | Sell |
2,058
-1,032
| -33% | -$8.02K | 0.01% | 231 |
|
|
2015
Q3 | $24K | Hold |
3,090
| – | – | 0.03% | 168 |
|
|
2015
Q2 | $27K | Hold |
3,090
| – | – | 0.03% | 180 |
|
|
2015
Q1 | $28K | Buy |
+3,090
| New | +$28K | 0.03% | 168 |
|