SLWA
San Luis Wealth Advisors’s Nuveen Credit Strategies Income Fund JQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-31,727
| Closed | -$162K | – | 80 |
|
|
2022
Q3 | $162K | Sell |
31,727
-6,095
| -16% | -$31.1K | 0.17% | 76 |
|
|
2022
Q2 | $197K | Sell |
37,822
-13,602
| -26% | -$70.8K | 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 | +$99K | 0.06% | 154 |
|