Perigon Wealth Management’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
Q1 | – | Sell |
-11,730
| Closed | -$61.2K | – | 876 |
|
|
2023
Q4 | $61.2K | Sell |
11,730
-500
| -4% | -$2.61K | ﹤0.01% | 815 |
|
|
2023
Q3 | $61.9K | Buy |
+12,230
| New | +$61.9K | ﹤0.01% | 766 |
|
|
2021
Q1 | – | Sell |
-4,230
| Closed | -$27K | – | 777 |
|
|
2020
Q4 | $27K | Buy |
+4,230
| New | +$27K | ﹤0.01% | 925 |
|
|
2018
Q2 | – | Sell |
-4,230
| Closed | -$34K | – | 442 |
|
|
2018
Q1 | $34K | Hold |
4,230
| – | – | 0.01% | 365 |
|
|
2017
Q4 | $35K | Hold |
4,230
| – | – | 0.01% | 336 |
|
|
2017
Q3 | $36K | Buy |
+4,230
| New | +$36K | 0.01% | 377 |
|