Wealth Enhancement Advisory Services’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64M Sell
158,336
-184,437
-54% -$3.07M ﹤0.01% 1217
2025
Q1
$5.82M Buy
342,773
+268,968
+364% +$4.57M 0.01% 773
2024
Q4
$1.24M Buy
73,805
+26,103
+55% +$438K ﹤0.01% 1425
2024
Q3
$831K Buy
47,702
+21,611
+83% +$376K ﹤0.01% 1491
2024
Q2
$454K Buy
26,091
+8,705
+50% +$151K ﹤0.01% 1703
2024
Q1
$314K Buy
+17,386
New +$314K ﹤0.01% 1893