Creative Planning’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,600
| Closed | -$57K | – | 3656 |
|
2025
Q1 | $57K | Sell |
10,600
-2,188
| -17% | -$11.8K | ﹤0.01% | 3315 |
|
2024
Q4 | $72.8K | Buy |
12,788
+1,021
| +9% | +$5.81K | ﹤0.01% | 3190 |
|
2024
Q3 | $68.1K | Buy |
11,767
+500
| +4% | +$2.9K | ﹤0.01% | 3063 |
|
2024
Q2 | $62.5K | Buy |
+11,267
| New | +$62.5K | ﹤0.01% | 2886 |
|
2024
Q1 | – | Sell |
-14,567
| Closed | -$76K | – | 2896 |
|
2023
Q4 | $76K | Buy |
+14,567
| New | +$76K | ﹤0.01% | 2590 |
|
2022
Q3 | – | Sell |
-19,679
| Closed | -$102K | – | 2279 |
|
2022
Q2 | $102K | Buy |
19,679
+4,968
| +34% | +$25.8K | ﹤0.01% | 1960 |
|
2022
Q1 | $91K | Hold |
14,711
| – | – | ﹤0.01% | 1992 |
|
2021
Q4 | $95K | Sell |
14,711
-5,600
| -28% | -$36.2K | ﹤0.01% | 1959 |
|
2021
Q3 | $133K | Buy |
20,311
+5,600
| +38% | +$36.7K | ﹤0.01% | 1906 |
|
2021
Q2 | $99K | Buy |
14,711
+3,680
| +33% | +$24.8K | ﹤0.01% | 1860 |
|
2021
Q1 | $72K | Buy |
11,031
+220
| +2% | +$1.44K | ﹤0.01% | 2226 |
|
2020
Q4 | $68K | Buy |
+10,811
| New | +$68K | ﹤0.01% | 2003 |
|
2017
Q3 | – | Sell |
-5,633
| Closed | -$49K | – | 2762 |
|
2017
Q2 | $49K | Sell |
5,633
-378
| -6% | -$3.29K | ﹤0.01% | 2509 |
|
2017
Q1 | $52K | Buy |
6,011
+2,667
| +80% | +$23.1K | ﹤0.01% | 2426 |
|
2016
Q4 | $30K | Hold |
3,344
| – | – | ﹤0.01% | 2760 |
|
2016
Q3 | $28K | Buy |
3,344
+1,000
| +43% | +$8.37K | ﹤0.01% | 2770 |
|
2016
Q2 | $19K | Sell |
2,344
-675
| -22% | -$5.47K | ﹤0.01% | 2804 |
|
2016
Q1 | $24K | Sell |
3,019
-5,568
| -65% | -$44.3K | ﹤0.01% | 2611 |
|
2015
Q4 | $67K | Buy |
8,587
+7,387
| +616% | +$57.6K | ﹤0.01% | 1863 |
|
2015
Q3 | $10K | Buy |
+1,200
| New | +$10K | ﹤0.01% | 3170 |
|
2015
Q2 | – | Sell |
-7,460
| Closed | -$68K | – | 1996 |
|
2015
Q1 | $68K | Buy |
7,460
+6,260
| +522% | +$57.1K | ﹤0.01% | 1787 |
|
2014
Q4 | $11K | Buy |
+1,200
| New | +$11K | ﹤0.01% | 3018 |
|
2014
Q2 | – | Sell |
-7,843
| Closed | -$75K | – | 3731 |
|
2014
Q1 | $75K | Buy |
7,843
+1,243
| +19% | +$11.9K | ﹤0.01% | 1557 |
|
2013
Q4 | $64K | Buy |
6,600
+1,400
| +27% | +$13.6K | ﹤0.01% | 1442 |
|
2013
Q3 | $49K | Hold |
5,200
| – | – | ﹤0.01% | 1516 |
|
2013
Q2 | $52K | Buy |
+5,200
| New | +$52K | ﹤0.01% | 1361 |
|