Concert Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-28,925
| Closed | -$258K | – | 299 |
|
|
2017
Q1 | $258K | Hold |
28,925
| – | – | 0.06% | 390 |
|
|
2016
Q4 | $258K | Sell |
28,925
-3,793
| -12% | -$33.8K | 0.06% | 393 |
|
|
2016
Q3 | $275K | Sell |
32,718
-2,500
| -7% | -$21K | 0.03% | 522 |
|
|
2016
Q2 | $282K | Buy |
35,218
+4,324
| +14% | +$34.6K | 0.04% | 486 |
|
|
2016
Q1 | $244K | Hold |
30,894
| – | – | 0.03% | 528 |
|
|
2015
Q4 | $244K | Hold |
30,894
| – | – | 0.03% | 533 |
|
|
2015
Q3 | $245K | Buy |
30,894
+5
| +0% | +$40 | 0.03% | 548 |
|
|
2015
Q2 | $267K | Buy |
30,889
+16
| +0.1% | +$138 | 0.03% | 545 |
|
|
2015
Q1 | $243K | Buy |
30,873
+11
| +0% | +$87 | 0.07% | 347 |
|
|
2014
Q4 | $272K | Buy |
30,862
+720
| +2% | +$6.35K | 0.04% | 483 |
|
|
2014
Q3 | $269K | Sell |
30,142
-1,786
| -6% | -$15.9K | 0.04% | 410 |
|
|
2014
Q2 | $281K | Buy |
31,928
+16
| +0.1% | +$141 | 0.03% | 429 |
|
|
2014
Q1 | $302K | Sell |
31,912
-74
| -0.2% | -$700 | 0.04% | 403 |
|
|
2013
Q4 | $313K | Sell |
31,986
-446
| -1% | -$4.36K | 0.04% | 363 |
|
|
2013
Q3 | $304K | Sell |
32,432
-1,943
| -6% | -$18.2K | 0.04% | 366 |
|
|
2013
Q2 | $344K | Buy |
+34,375
| New | +$344K | 0.05% | 302 |
|