Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,174
| Closed | -$78K | – | 443 |
|
|
2020
Q3 | $78K | Hold |
13,174
| – | – | 0.02% | 409 |
|
|
2020
Q2 | $77K | Hold |
13,174
| – | – | 0.02% | 421 |
|
|
2020
Q1 | $75K | Sell |
13,174
-3,400
| -21% | -$19.4K | 0.02% | 388 |
|
|
2019
Q4 | $127K | Sell |
16,574
-4,692
| -22% | -$36K | 0.03% | 454 |
|
|
2019
Q3 | $159K | Hold |
21,266
| – | – | 0.04% | 404 |
|
|
2019
Q2 | $168K | Hold |
21,266
| – | – | 0.04% | 448 |
|
|
2019
Q1 | $164K | Sell |
21,266
-100
| -0.5% | -$771 | 0.04% | 424 |
|
|
2018
Q4 | $158K | Buy |
+21,366
| New | +$158K | 0.06% | 247 |
|
|
2018
Q1 | – | Sell |
-29,441
| Closed | -$242K | – | 329 |
|
|
2017
Q4 | $242K | Buy |
29,441
+70
| +0.2% | +$575 | 0.06% | 334 |
|
|
2017
Q3 | $249K | Hold |
29,371
| – | – | 0.08% | 235 |
|
|
2017
Q2 | $255K | Buy |
+29,371
| New | +$255K | 0.07% | 336 |
|