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San Luis Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

San Luis Wealth Advisors’s Portfolio JQC Stock Details JQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-31,727
Closed -$162K – 80
2022
Q3 		$162K Sell
31,727
-6,095
-16% -$32.7K 0.17% 76
2022
Q2 		$197K Sell
37,822
-13,602
-26% -$76.5K 0.23% 59
2022
Q1 		$334K Hold
51,424
– – 0.16% 114
2021
Q4 		$334K Buy
51,424
+36,258
+239% +$235K 0.34% 67
2021
Q3 		$99K Buy
+15,166
New +$98.8K 0.06% 154

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SIA
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San Luis Wealth Advisors's JQC Position: Q4 2022 in Review

San Luis Wealth Advisors sold out of Nuveen Credit Strategies Income Fund (JQC) in Q4 2022, closing a stake of 31,727 shares — an estimated $162K sold.

San Luis Wealth Advisors first reported a position in JQC in Q3 2021 and held it in 5 quarters. The position peaked at $334K in Q1 2022. 150 funds tracked by Wall St. Rank hold JQC as of Q4 2022.

  • San Luis Wealth Advisors reported no remaining Nuveen Credit Strategies Income Fund position as of Q4 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 31,727 Nuveen Credit Strategies Income Fund shares in Q4 2022, an estimated $162K.
  • San Luis Wealth Advisors first reported a position in Nuveen Credit Strategies Income Fund in Q3 2021 and held it in 5 quarters.
  • San Luis Wealth Advisors's Nuveen Credit Strategies Income Fund position peaked at $334K in Q1 2022.
  • 150 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q4 2022.

Based on San Luis Wealth Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.