Jacobus Wealth Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.08M | Sell |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $834K | Buy |
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|
2016
Q4 | $475K | Sell |
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|
2016
Q3 | $649K | Buy |
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|
2016
Q2 | $432K | Sell |
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|
2016
Q1 | $484K | Sell |
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|
2015
Q4 | $871K | Sell |
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|
2015
Q3 | $1.58M | Sell |
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|
2015
Q2 | $1.84M | Sell |
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|
2015
Q1 | $2.09M | Sell |
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|
2014
Q4 | $2.52M | Buy |
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|
2014
Q3 | $2.31M | Sell |
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|
2014
Q2 | $2.52M | Buy |
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|
2014
Q1 | $2.38M | Buy |
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|
2013
Q4 | $1.23M | Buy |
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|
2013
Q3 | $615K | Hold |
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|
2013
Q2 | $596K | Buy |
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