ICA Group Wealth Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $2.6K | Hold |
173
| – | – | ﹤0.01% | 656 |
|
2024
Q1 | $2.43K | Sell |
173
-250
| -59% | -$3.52K | ﹤0.01% | 1155 |
|
2023
Q4 | $5.73K | Buy |
+423
| New | +$5.73K | ﹤0.01% | 991 |
|
2023
Q3 | – | Sell |
-723
| Closed | -$9.23K | – | 726 |
|
2023
Q2 | $9.23K | Sell |
723
-75
| -9% | -$957 | ﹤0.01% | 850 |
|
2023
Q1 | $9.83K | Hold |
798
| – | – | ﹤0.01% | 814 |
|
2022
Q4 | $10.4K | Buy |
+798
| New | +$10.4K | ﹤0.01% | 815 |
|