WFG Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-650
| Closed | -$11K | – | 1905 |
|
|
2014
Q4 | $11K | Sell |
650
-660
| -50% | -$11.2K | ﹤0.01% | 1411 |
|
|
2014
Q3 | $22K | Buy |
1,310
+195
| +17% | +$3.28K | ﹤0.01% | 1237 |
|
|
2014
Q2 | $20K | Hold |
1,115
| – | – | ﹤0.01% | 1269 |
|
|
2014
Q1 | $20K | Hold |
1,115
| – | – | ﹤0.01% | 1241 |
|
|
2013
Q4 | $19K | Hold |
1,115
| – | – | ﹤0.01% | 1364 |
|
|
2013
Q3 | $17K | Hold |
1,115
| – | – | ﹤0.01% | 1334 |
|
|
2013
Q2 | $17K | Buy |
+1,115
| New | +$17K | ﹤0.01% | 1270 |
|