Daymark Wealth Partners’s Nuveen Core Equity Alpha Fund JCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Hold |
10,790
| – | – | 0.01% | 552 |
|
|
2025
Q1 | $157K | Hold |
10,790
| – | – | 0.01% | 494 |
|
|
2024
Q4 | $172K | Hold |
10,790
| – | – | 0.01% | 487 |
|
|
2024
Q3 | $166K | Hold |
10,790
| – | – | 0.01% | 503 |
|
|
2024
Q2 | $162K | Hold |
10,790
| – | – | 0.01% | 487 |
|
|
2024
Q1 | $152K | Hold |
10,790
| – | – | 0.01% | 419 |
|
|
2023
Q4 | $146K | Sell |
10,790
-1,250
| -10% | -$16.9K | 0.01% | 392 |
|
|
2023
Q3 | $150K | Buy |
+12,040
| New | +$150K | 0.01% | 369 |
|