WWM
Wagner 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 |
-8,000
| Closed | -$41K | – | 502 |
|
2022
Q3 | $41K | Hold |
8,000
| – | – | 0.03% | 227 |
|
2022
Q2 | $42K | Buy |
+8,000
| New | +$42K | 0.03% | 225 |
|
2022
Q1 | – | Sell |
-8,000
| Closed | -$52K | – | 440 |
|
2021
Q4 | $52K | Hold |
8,000
| – | – | 0.04% | 248 |
|
2021
Q3 | $53K | Hold |
8,000
| – | – | 0.04% | 240 |
|
2021
Q2 | $54K | Hold |
8,000
| – | – | 0.04% | 242 |
|
2021
Q1 | $52K | Buy |
+8,000
| New | +$52K | 0.04% | 225 |
|
2018
Q3 | $268K | Sell |
33,654
-2,656
| -7% | -$21.2K | 0.18% | 107 |
|
2018
Q2 | $289K | Buy |
36,310
+48
| +0.1% | +$382 | 0.21% | 92 |
|
2018
Q1 | $288K | Sell |
36,262
-9,364
| -21% | -$74.4K | 0.22% | 91 |
|
2017
Q4 | $373K | Buy |
+45,626
| New | +$373K | 0.28% | 78 |
|