Pinnacle Wealth Planning Services’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
Q4 | – | Sell |
-25,484
| Closed | -$148K | – | 483 |
|
|
2024
Q3 | $148K | Sell |
25,484
-5,273
| -17% | -$30.5K | 0.02% | 483 |
|
|
2024
Q2 | $171K | Buy |
30,757
+660
| +2% | +$3.66K | 0.02% | 439 |
|
|
2024
Q1 | $168K | Buy |
30,097
+2,077
| +7% | +$11.6K | 0.02% | 447 |
|
|
2023
Q4 | $146K | Buy |
28,020
+515
| +2% | +$2.69K | 0.02% | 435 |
|
|
2023
Q3 | $139K | Buy |
27,505
+3,048
| +12% | +$15.4K | 0.02% | 389 |
|
|
2023
Q2 | $124K | Buy |
24,457
+104
| +0.4% | +$525 | 0.02% | 411 |
|
|
2023
Q1 | $124K | Sell |
24,353
-687
| -3% | -$3.51K | 0.02% | 424 |
|
|
2022
Q4 | $127K | Sell |
25,040
-682
| -3% | -$3.47K | 0.02% | 389 |
|
|
2022
Q3 | $131K | Buy |
25,722
+1,280
| +5% | +$6.52K | 0.02% | 350 |
|
|
2022
Q2 | $127K | Buy |
24,442
+2,550
| +12% | +$13.3K | 0.02% | 370 |
|
|
2022
Q1 | $135K | Buy |
21,892
+7,496
| +52% | +$46.2K | 0.02% | 390 |
|
|
2021
Q4 | $93K | Buy |
14,396
+666
| +5% | +$4.3K | 0.02% | 397 |
|
|
2021
Q3 | $90K | Buy |
13,730
+3,074
| +29% | +$20.2K | 0.02% | 358 |
|
|
2021
Q2 | $72K | Buy |
+10,656
| New | +$72K | 0.02% | 345 |
|
|
2021
Q1 | – | Sell |
-7,862
| Closed | -$50K | – | 1166 |
|
|
2020
Q4 | $50K | Buy |
+7,862
| New | +$50K | 0.01% | 796 |
|
|
2019
Q2 | – | Sell |
-10,421
| Closed | -$81K | – | 180 |
|
|
2019
Q1 | $81K | Buy |
+10,421
| New | +$81K | 0.05% | 161 |
|