SWM
Selective Wealth Management’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 |
-700
| Closed | -$4K | – | 442 |
|
|
2022
Q3 | $4K | Hold |
700
| – | – | ﹤0.01% | 614 |
|
|
2022
Q2 | $4K | Hold |
700
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $4K | Hold |
700
| – | – | ﹤0.01% | 610 |
|
|
2021
Q4 | $5K | Hold |
700
| – | – | ﹤0.01% | 550 |
|
|
2021
Q3 | $5K | Buy |
+700
| New | +$5K | ﹤0.01% | 492 |
|
|
2020
Q2 | – | Sell |
-2,300
| Closed | -$13K | – | 423 |
|
|
2020
Q1 | $13K | Buy |
+2,300
| New | +$13K | 0.02% | 136 |
|
|
2018
Q3 | $5K | Buy |
+663
| New | +$5K | 0.06% | 113 |
|