Heritage Wealth Management (California)’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
2024 Q4	–	Sell	-11,575	Closed	-$67K	–	95
2024 Q3	$67K	Sell	11,575 -1,121	-9%	-$6.49K	0.05%	86
2024 Q2	$70.5K	Sell	12,696 -1,955	-13%	-$10.9K	0.05%	80
2024 Q1	$81.6K	Buy	14,651 +1,106	+8%	+$6.16K	0.06%	79
2023 Q4	$70.7K	Buy	+13,545	New	+$70.7K	0.06%	76