Sowell Financial 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	$1.77M	Sell	364,246 -640	-0.2%	-$3.18K	0.07%	314
2025 Q4	$1.83M	Sell	364,886 -6,191	-2%	-$31.5K	0.07%	305
2025 Q3	$1.96M	Sell	371,077 -1,966	-0.5%	-$10.7K	0.08%	280
2025 Q2	$2.01M	Sell	373,043 -27,315	-7%	-$143K	0.08%	267
2025 Q1	$2.15M	Sell	400,358 -2,278	-0.6%	-$12.6K	0.1%	219
2024 Q4	$2.29M	Buy	402,636 +11,800	+3%	+$68.1K	0.12%	189
2024 Q3	$2.28M	Sell	390,836 -15,800	-4%	-$90K	0.11%	216
2024 Q2	$2.28M	Hold	406,636	–	–	0.11%	189
2024 Q1	$2.29M	Sell	406,636 -8,100	-2%	-$43.9K	0.11%	200
2023 Q4	$2.17M	Buy	414,736 +2,000	+0.5%	+$10.1K	0.12%	193
2023 Q3	$2.11M	Hold	412,736	–	–	0.13%	173
2023 Q2	$2.1M	Hold	412,736	–	–	0.12%	201
2023 Q1	$2.11M	Buy	412,736 +131,228	+47%	+$689K	0.16%	147
2022 Q4	$1.43M	Sell	281,508 -1	-0%	-$5	0.09%	243
2022 Q3	$1.45M	Buy	281,509 +33,159	+13%	+$178K	0.15%	183
2022 Q2	$1.3M	Buy	248,350 +97,103	+64%	+$546K	0.12%	146
2022 Q1	$941K	Sell	151,247 -93,442	-38%	-$582K	0.16%	95
2021 Q4	$1.59M	Buy	244,689 +891	+0.4%	+$5.79K	0.09%	246
2021 Q3	$1.61M	Buy	243,798 +46	+0%	+$300	0.11%	213
2021 Q2	$1.66M	Buy	243,752 +10,418	+4%	+$68.9K	0.11%	212
2021 Q1	$1.56M	Buy	233,334 +233,180	+151,416%	+$1.5M	0.05%	295
2020 Q4	$1K	Buy	154 +36	+31%	+$220	﹤0.01%	2591
2020 Q3	$1K	Hold	118	–	–	﹤0.01%	2386
2020 Q2	$1K	Buy	+118	New	+$696	﹤0.01%	2323
2020 Q1	–	Sell	-48	Closed	–	–	2569
2019 Q4	$0	Buy	48 +25	+109%	+$186	﹤0.01%	2596
2019 Q3	$0	Buy	+23	New	+$175	﹤0.01%	2428