Carson Wealth (CWM LLC)’s Nuveen Credit Strategies Income Fund JQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.9K | Buy |
6,139
+1,382
| +29% | +$6.86K | ﹤0.01% | 4167 |
|
|
2025
Q4 | $24K | Sell |
4,757
-284
| -6% | -$1.44K | ﹤0.01% | 4065 |
|
|
2025
Q3 | $27K | Hold |
5,041
| – | – | ﹤0.01% | 3947 |
|
|
2025
Q2 | $27K | Hold |
5,041
| – | – | ﹤0.01% | 3712 |
|
|
2025
Q1 | $27K | Sell |
5,041
-443
| -8% | -$2.46K | ﹤0.01% | 3463 |
|
|
2024
Q4 | $31K | Sell |
5,484
-2,215
| -29% | -$12.8K | ﹤0.01% | 3147 |
|
|
2024
Q3 | $45K | Buy |
7,699
+4,762
| +162% | +$27.1K | ﹤0.01% | 2769 |
|
|
2024
Q2 | $16K | Hold |
2,937
| – | – | ﹤0.01% | 3266 |
|
|
2024
Q1 | $16K | Buy |
2,937
+190
| +7% | +$1.03K | ﹤0.01% | 3042 |
|
|
2023
Q4 | $14K | Hold |
2,747
| – | – | ﹤0.01% | 2990 |
|
|
2023
Q3 | $14K | Sell |
2,747
-961
| -26% | -$4.88K | ﹤0.01% | 2923 |
|
|
2023
Q2 | $19K | Buy |
3,708
+960
| +35% | +$4.79K | ﹤0.01% | 2676 |
|
|
2023
Q1 | $14K | Sell |
2,748
-354
| -11% | -$1.86K | ﹤0.01% | 2744 |
|
|
2022
Q4 | $16K | Buy |
3,102
+2,548
| +460% | +$13K | ﹤0.01% | 2513 |
|
|
2022
Q3 | $3K | Buy |
554
+200
| +56% | +$1.07K | ﹤0.01% | 3317 |
|
|
2022
Q2 | $2K | Buy |
+354
| New | +$1.99K | ﹤0.01% | 3357 |
|
|
2022
Q1 | – | Sell |
-17
| Closed | – | – | 3692 |
|
|
2021
Q4 | $0 | Buy |
+17
| New | +$110 | ﹤0.01% | 3571 |
|
|
2021
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 2974 |
|
|
2021
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 2974 |
|
|
2020
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 2972 |
|
|
2020
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 2971 |
|
|
2020
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 2971 |
|
|
2020
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 2970 |
|
|
2019
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 2969 |
|
|
2019
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 2969 |
|
|
2019
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 2969 |
|
|
2019
Q1 | $0 | Sell |
50
-271,030
| -100% | -$2.1M | ﹤0.01% | 3120 |
|
|
2018
Q4 | $2.01M | Buy |
+271,080
| New | +$2.08M | 0.05% | 286 |
|
Other funds holding JQC
PCM
OHA
GC
AAM
SIA