CWA
Clarus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,482
| Closed | -$63K | – | 141 |
|
|
2020
Q1 | $63K | Buy |
11,482
+173
| +2% | +$949 | 0.06% | 113 |
|
|
2019
Q4 | $87K | Buy |
+11,309
| New | +$87K | 0.06% | 138 |
|
|
2019
Q3 | – | Sell |
-11,449
| Closed | -$91K | – | 370 |
|
|
2019
Q2 | $91K | Sell |
11,449
-1,978
| -15% | -$15.7K | 0.07% | 206 |
|
|
2019
Q1 | $104K | Buy |
13,427
+1,588
| +13% | +$12.3K | 0.08% | 185 |
|
|
2018
Q4 | $88K | Hold |
11,839
| – | – | 0.14% | 187 |
|
|
2018
Q3 | $94K | Sell |
11,839
-4,027
| -25% | -$32K | 0.06% | 215 |
|
|
2018
Q2 | $126K | Hold |
15,866
| – | – | 0.1% | 170 |
|
|
2018
Q1 | $126K | Buy |
15,866
+1,449
| +10% | +$11.5K | 0.12% | 119 |
|
|
2017
Q4 | $119K | Buy |
+14,417
| New | +$119K | 0.11% | 118 |
|