Geneos Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Sell |
34,629
-652
| -2% | -$3.51K | ﹤0.01% | 1022 |
|
|
2025
Q1 | $407K | Buy |
35,281
+29,832
| +547% | +$345K | 0.01% | 963 |
|
|
2024
Q4 | $31K | Sell |
5,449
-567
| -9% | -$3.23K | ﹤0.01% | 1529 |
|
|
2024
Q3 | $34.8K | Buy |
+6,016
| New | +$34.8K | ﹤0.01% | 1336 |
|
|
2022
Q4 | – | Sell |
-738
| Closed | -$3K | – | 2058 |
|
|
2022
Q3 | $3K | Sell |
738
-16,525
| -96% | -$67.2K | ﹤0.01% | 1787 |
|
|
2022
Q2 | $90K | Hold |
17,263
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q1 | $106K | Sell |
17,263
-3,908
| -18% | -$24K | ﹤0.01% | 1066 |
|
|
2021
Q4 | $137K | Sell |
21,171
-4,338
| -17% | -$28.1K | 0.01% | 1049 |
|
|
2021
Q3 | $166K | Sell |
25,509
-2,300
| -8% | -$15K | 0.01% | 938 |
|
|
2021
Q2 | $187K | Hold |
27,809
| – | – | 0.01% | 878 |
|
|
2021
Q1 | $184K | Hold |
27,809
| – | – | 0.01% | 1001 |
|
|
2020
Q4 | $181K | Hold |
27,809
| – | – | 0.01% | 864 |
|
|
2020
Q3 | $163K | Sell |
27,809
-336
| -1% | -$1.97K | 0.01% | 756 |
|
|
2020
Q2 | $164K | Hold |
28,145
| – | – | 0.01% | 727 |
|
|
2020
Q1 | $148K | Hold |
28,145
| – | – | 0.01% | 714 |
|
|
2019
Q4 | $215K | Hold |
28,145
| – | – | 0.01% | 683 |
|
|
2019
Q3 | $209K | Sell |
28,145
-630
| -2% | -$4.68K | 0.01% | 652 |
|
|
2019
Q2 | $227K | Sell |
28,775
-1,305
| -4% | -$10.3K | 0.01% | 621 |
|
|
2019
Q1 | $232K | Sell |
30,080
-200
| -0.7% | -$1.54K | 0.02% | 594 |
|
|
2018
Q4 | $222K | Sell |
30,280
-1,000
| -3% | -$7.33K | 0.02% | 568 |
|
|
2018
Q3 | $249K | Sell |
31,280
-100
| -0.3% | -$796 | 0.02% | 568 |
|
|
2018
Q2 | $249K | Hold |
31,380
| – | – | 0.02% | 508 |
|
|
2018
Q1 | $249K | Sell |
31,380
-1,000
| -3% | -$7.94K | 0.02% | 472 |
|
|
2017
Q4 | $266K | Sell |
32,380
-1,000
| -3% | -$8.22K | 0.02% | 455 |
|
|
2017
Q3 | $283K | Buy |
33,380
+1,000
| +3% | +$8.48K | 0.03% | 420 |
|
|
2017
Q2 | $278K | Hold |
32,380
| – | – | 0.03% | 416 |
|
|
2017
Q1 | $281K | Buy |
32,380
+1,078
| +3% | +$9.36K | 0.03% | 398 |
|
|
2016
Q4 | $277K | Sell |
31,302
-4,249
| -12% | -$37.6K | 0.04% | 385 |
|
|
2016
Q3 | $301K | Sell |
35,551
-2,930
| -8% | -$24.8K | 0.04% | 357 |
|
|
2016
Q2 | $311K | Sell |
38,481
-334
| -0.9% | -$2.7K | 0.05% | 340 |
|
|
2016
Q1 | $305K | Buy |
+38,815
| New | +$305K | 0.05% | 331 |
|