Carson Wealth (CWM LLC)’s Nuveen Credit Strategies Income Fund JQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Hold |
5,041
| – | – | ﹤0.01% | 3710 |
|
|
2025
Q1 | $27K | Sell |
5,041
-443
| -8% | -$2.37K | ﹤0.01% | 3460 |
|
|
2024
Q4 | $31K | Sell |
5,484
-2,215
| -29% | -$12.5K | ﹤0.01% | 3145 |
|
|
2024
Q3 | $45K | Buy |
7,699
+4,762
| +162% | +$27.8K | ﹤0.01% | 2767 |
|
|
2024
Q2 | $16K | Hold |
2,937
| – | – | ﹤0.01% | 3264 |
|
|
2024
Q1 | $16K | Buy |
2,937
+190
| +7% | +$1.04K | ﹤0.01% | 3040 |
|
|
2023
Q4 | $14K | Hold |
2,747
| – | – | ﹤0.01% | 2987 |
|
|
2023
Q3 | $14K | Sell |
2,747
-961
| -26% | -$4.9K | ﹤0.01% | 2921 |
|
|
2023
Q2 | $19K | Buy |
3,708
+960
| +35% | +$4.92K | ﹤0.01% | 2673 |
|
|
2023
Q1 | $14K | Sell |
2,748
-354
| -11% | -$1.8K | ﹤0.01% | 2742 |
|
|
2022
Q4 | $16K | Buy |
3,102
+2,548
| +460% | +$13.1K | ﹤0.01% | 2511 |
|
|
2022
Q3 | $3K | Buy |
554
+200
| +56% | +$1.08K | ﹤0.01% | 3311 |
|
|
2022
Q2 | $2K | Buy |
+354
| New | +$2K | ﹤0.01% | 3347 |
|
|
2022
Q1 | – | Sell |
-17
| Closed | – | – | 3670 |
|
|
2021
Q4 | $0 | Buy |
+17
| New | – | ﹤0.01% | 3547 |
|
|
2021
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 2932 |
|
|
2021
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 2932 |
|
|
2020
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 2932 |
|
|
2020
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 2932 |
|
|
2020
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 2932 |
|
|
2020
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 2932 |
|
|
2019
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 2932 |
|
|
2019
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 2932 |
|
|
2019
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 2932 |
|
|
2019
Q1 | $0 | Sell |
50
-271,030
| -100% | – | ﹤0.01% | 3082 |
|
|
2018
Q4 | $2.01M | Buy |
+271,080
| New | +$2.01M | 0.05% | 285 |
|