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Forum Financial Management, LP → JQC

Forum Financial Management, LP JQC Position History

Nuveen Credit Strategies Income Fund • Financial Services

Quarters held
5
Latest value
$71K
Q3 2026
Peak value
$79K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$79K
Q4 2025$75K
Q1 2026$73K
Q2 2026$73K
Q3 2026$71K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$71K15.0K——
Q2 2026$73K15.0K——
Q1 2026$73K15.0K——
Q4 2025$75K15.0K——
Q3 2025$79K15.0K——

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