Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-57,696
| Closed | -$304K | – | 4016 |
|
|
2025
Q3 | $304K | Buy |
+57,696
| New | +$315K | ﹤0.01% | 3127 |
|
|
2025
Q2 | – | Sell |
-10,600
| Closed | -$57K | – | 3746 |
|
|
2025
Q1 | $57K | Sell |
10,600
-2,188
| -17% | -$12.1K | ﹤0.01% | 3334 |
|
|
2024
Q4 | $72.8K | Buy |
12,788
+1,021
| +9% | +$5.9K | ﹤0.01% | 3202 |
|
|
2024
Q3 | $68.1K | Buy |
11,767
+500
| +4% | +$2.85K | ﹤0.01% | 3063 |
|
|
2024
Q2 | $62.5K | Buy |
+11,267
| New | +$62.8K | ﹤0.01% | 2906 |
|
|
2024
Q1 | – | Sell |
-14,567
| Closed | -$76K | – | 2970 |
|
|
2023
Q4 | $76K | Buy |
+14,567
| New | +$73.5K | ﹤0.01% | 2604 |
|
|
2022
Q3 | – | Sell |
-19,679
| Closed | -$102K | – | 2384 |
|
|
2022
Q2 | $102K | Buy |
19,679
+4,968
| +34% | +$27.9K | ﹤0.01% | 1972 |
|
|
2022
Q1 | $91K | Hold |
14,711
| – | – | ﹤0.01% | 1997 |
|
|
2021
Q4 | $95K | Sell |
14,711
-5,600
| -28% | -$36.4K | ﹤0.01% | 1959 |
|
|
2021
Q3 | $133K | Buy |
20,311
+5,600
| +38% | +$36.5K | ﹤0.01% | 1913 |
|
|
2021
Q2 | $99K | Buy |
14,711
+3,680
| +33% | +$24.3K | ﹤0.01% | 1874 |
|
|
2021
Q1 | $72K | Buy |
11,031
+220
| +2% | +$1.41K | ﹤0.01% | 2303 |
|
|
2020
Q4 | $68K | Buy |
+10,811
| New | +$66.1K | ﹤0.01% | 2073 |
|
|
2017
Q3 | – | Sell |
-5,633
| Closed | -$49K | – | 2832 |
|
|
2017
Q2 | $49K | Sell |
5,633
-378
| -6% | -$3.3K | ﹤0.01% | 2526 |
|
|
2017
Q1 | $52K | Buy |
6,011
+2,667
| +80% | +$23.5K | ﹤0.01% | 2446 |
|
|
2016
Q4 | $30K | Hold |
3,344
| – | – | ﹤0.01% | 2791 |
|
|
2016
Q3 | $28K | Buy |
3,344
+1,000
| +43% | +$8.36K | ﹤0.01% | 2798 |
|
|
2016
Q2 | $19K | Sell |
2,344
-675
| -22% | -$5.38K | ﹤0.01% | 2838 |
|
|
2016
Q1 | $24K | Sell |
3,019
-5,568
| -65% | -$42.1K | ﹤0.01% | 2627 |
|
|
2015
Q4 | $67K | Buy |
8,587
+7,387
| +616% | +$58K | ﹤0.01% | 1882 |
|
|
2015
Q3 | $10K | Buy |
+1,200
| New | +$10.1K | ﹤0.01% | 3202 |
|
|
2015
Q2 | – | Sell |
-7,460
| Closed | -$68K | – | 2087 |
|
|
2015
Q1 | $68K | Buy |
7,460
+6,260
| +522% | +$55.8K | ﹤0.01% | 1799 |
|
|
2014
Q4 | $11K | Buy |
+1,200
| New | +$10.5K | ﹤0.01% | 3060 |
|
|
2014
Q2 | – | Sell |
-7,843
| Closed | -$75K | – | 3869 |
|
|
2014
Q1 | $75K | Buy |
7,843
+1,243
| +19% | +$11.9K | ﹤0.01% | 1563 |
|
|
2013
Q4 | $64K | Buy |
6,600
+1,400
| +27% | +$13.2K | ﹤0.01% | 1442 |
|
|
2013
Q3 | $49K | Hold |
5,200
| – | – | ﹤0.01% | 1516 |
|
|
2013
Q2 | $52K | Buy |
+5,200
| New | +$53.3K | ﹤0.01% | 1361 |
|
Other funds holding JQC
PCM
OHA
GC
AAM
SIA
AIA