Pinnacle Wealth Planning Services’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$121K	Sell	24,812 -5,595	-18%	-$27.8K	0.01%	702
2025 Q4	$153K	Buy	+30,407	New	+$155K	0.02%	582
2024 Q4	–	Sell	-25,484	Closed	-$148K	–	483
2024 Q3	$148K	Sell	25,484 -5,273	-17%	-$30K	0.02%	483
2024 Q2	$171K	Buy	30,757 +660	+2%	+$3.68K	0.02%	439
2024 Q1	$168K	Buy	30,097 +2,077	+7%	+$11.3K	0.02%	447
2023 Q4	$146K	Buy	28,020 +515	+2%	+$2.6K	0.02%	435
2023 Q3	$139K	Buy	27,505 +3,048	+12%	+$15.5K	0.02%	389
2023 Q2	$124K	Buy	24,457 +104	+0.4%	+$519	0.02%	411
2023 Q1	$124K	Sell	24,353 -687	-3%	-$3.61K	0.02%	424
2022 Q4	$127K	Sell	25,040 -682	-3%	-$3.48K	0.02%	389
2022 Q3	$131K	Buy	25,722 +1,280	+5%	+$6.86K	0.02%	352
2022 Q2	$127K	Buy	24,442 +2,550	+12%	+$14.3K	0.02%	370
2022 Q1	$135K	Buy	21,892 +7,496	+52%	+$46.7K	0.02%	392
2021 Q4	$93K	Buy	14,396 +666	+5%	+$4.33K	0.02%	401
2021 Q3	$90K	Buy	13,730 +3,074	+29%	+$20K	0.02%	360
2021 Q2	$72K	Buy	+10,656	New	+$70.5K	0.02%	352
2021 Q1	–	Sell	-7,862	Closed	-$50K	–	1172
2020 Q4	$50K	Buy	+7,862	New	+$48K	0.01%	798
2019 Q2	–	Sell	-10,421	Closed	-$81K	–	180
2019 Q1	$81K	Buy	+10,421	New	+$80.8K	0.05%	161