EWM
Edge Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-34,816
| Closed | -$203K | – | 530 |
|
|
2020
Q2 | $203K | Buy |
34,816
+1,584
| +5% | +$9.24K | 0.04% | 137 |
|
|
2020
Q1 | $189K | Buy |
33,232
+1,238
| +4% | +$7.04K | 0.04% | 139 |
|
|
2019
Q4 | $246K | Buy |
31,994
+1,304
| +4% | +$10K | 0.05% | 135 |
|
|
2019
Q3 | $229K | Buy |
30,690
+1,200
| +4% | +$8.95K | 0.05% | 130 |
|
|
2019
Q2 | $233K | Buy |
29,490
+1,130
| +4% | +$8.93K | 0.05% | 132 |
|
|
2019
Q1 | $220K | Buy |
28,360
+360
| +1% | +$2.79K | 0.05% | 127 |
|
|
2018
Q4 | $207K | Sell |
28,000
-49,920
| -64% | -$369K | 0.06% | 135 |
|
|
2018
Q3 | $621K | Buy |
77,920
+107
| +0.1% | +$853 | 0.15% | 83 |
|
|
2018
Q2 | $619K | Sell |
77,813
-13,884
| -15% | -$110K | 0.16% | 83 |
|
|
2018
Q1 | $728K | Sell |
91,697
-33,042
| -26% | -$262K | 0.19% | 72 |
|
|
2017
Q4 | $1.03M | Sell |
124,739
-44,013
| -26% | -$362K | 0.29% | 53 |
|
|
2017
Q3 | $1.43M | Buy |
168,752
+46,066
| +38% | +$389K | 0.43% | 41 |
|
|
2017
Q2 | $1.05M | Buy |
122,686
+25,437
| +26% | +$218K | 0.33% | 50 |
|
|
2017
Q1 | $846K | Sell |
97,249
-282
| -0.3% | -$2.45K | 0.29% | 52 |
|
|
2016
Q4 | $862K | Sell |
97,531
-10,866
| -10% | -$96K | 0.33% | 57 |
|
|
2016
Q3 | $749K | Sell |
108,397
-3,185
| -3% | -$22K | 0.32% | 56 |
|
|
2016
Q2 | $904K | Buy |
111,582
+92,057
| +471% | +$746K | 0.38% | 47 |
|
|
2016
Q1 | $154K | Buy |
19,525
+13,000
| +199% | +$103K | 0.07% | 110 |
|
|
2015
Q4 | $51K | Buy |
6,525
+4,525
| +226% | +$35.4K | 0.02% | 186 |
|
|
2015
Q3 | $16K | Sell |
2,000
-2,000
| -50% | -$16K | 0.01% | 253 |
|
|
2015
Q2 | $34K | Hold |
4,000
| – | – | 0.01% | 214 |
|
|
2015
Q1 | $36K | Hold |
4,000
| – | – | 0.01% | 213 |
|
|
2014
Q4 | $35K | Hold |
4,000
| – | – | 0.01% | 222 |
|
|
2014
Q3 | $36K | Hold |
4,000
| – | – | 0.01% | 218 |
|
|
2014
Q2 | $37K | Buy |
+4,000
| New | +$37K | 0.02% | 201 |
|