EWM
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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