RPGNY
JCE icon

Retirement Planning Group (New York)’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Retirement Planning Group (New York)’s Portfolio JCE Stock Details JCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.43M Sell
279,810
-6,887
-2% -$109K 3.89% 6
2025
Q1 		$4.18M Sell
286,697
-5,195
-2% -$75.8K 4.26% 5
2024
Q4 		$4.64M Buy
+291,892
New +$4.64M 5.11% 3