EP Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $102K | Sell |
18,860
-5,040
| -21% | -$27.2K | ﹤0.01% | 1388 |
|
2025
Q1 | $129K | Sell |
23,900
-8,100
| -25% | -$43.6K | ﹤0.01% | 1214 |
|
2024
Q4 | $182K | Hold |
32,000
| – | – | ﹤0.01% | 1105 |
|
2024
Q3 | $185K | Sell |
32,000
-1
| -0% | -$6 | ﹤0.01% | 1065 |
|
2024
Q2 | $178K | Sell |
32,001
-999
| -3% | -$5.54K | ﹤0.01% | 774 |
|
2024
Q1 | $184K | Buy |
33,000
+1,000
| +3% | +$5.57K | ﹤0.01% | 747 |
|
2023
Q4 | $167K | Hold |
32,000
| – | – | ﹤0.01% | 737 |
|
2023
Q3 | $162K | Buy |
+32,000
| New | +$162K | ﹤0.01% | 690 |
|