EWM
Evercore 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-40,925
| Closed | -$253K | – | 414 |
|
2022
Q1 | $253K | Hold |
40,925
| – | – | ﹤0.01% | 381 |
|
2021
Q4 | $266K | Hold |
40,925
| – | – | ﹤0.01% | 380 |
|
2021
Q3 | $268K | Hold |
40,925
| – | – | ﹤0.01% | 381 |
|
2021
Q2 | $276K | Hold |
40,925
| – | – | 0.01% | 376 |
|
2021
Q1 | $266K | Sell |
40,925
-112,900
| -73% | -$734K | 0.01% | 383 |
|
2020
Q4 | $974K | Sell |
153,825
-22,150
| -13% | -$140K | 0.02% | 218 |
|
2020
Q3 | $1.04M | Buy |
175,975
+25,500
| +17% | +$151K | 0.03% | 193 |
|
2020
Q2 | $879K | Buy |
+150,475
| New | +$879K | 0.02% | 204 |
|