Mount Yale Investment Advisors’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$265K	Sell	16,376 -20,990	-56%	-$340K	0.02%	491
2025 Q1	$634K	Sell	37,366 -1,364	-4%	-$23.2K	0.05%	279
2024 Q4	$650K	Sell	38,730 -432	-1%	-$7.25K	0.05%	297
2024 Q3	$682K	Buy	39,162 +24,372	+165%	+$425K	0.07%	275
2024 Q2	$257K	Buy	+14,790	New	+$257K	0.02%	474