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