Cambridge Investment Research Advisors’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-45,856
| Closed | -$530K | – | 3305 |
|
2023
Q2 | $530K | Buy |
45,856
+3,500
| +8% | +$40.5K | ﹤0.01% | 2096 |
|
2023
Q1 | $497K | Buy |
42,356
+3,070
| +8% | +$36K | ﹤0.01% | 2078 |
|
2022
Q4 | $466K | Sell |
39,286
-1,600
| -4% | -$19K | ﹤0.01% | 2070 |
|
2022
Q3 | $484K | Buy |
40,886
+2,000
| +5% | +$23.7K | ﹤0.01% | 1958 |
|
2022
Q2 | $468K | Hold |
38,886
| – | – | ﹤0.01% | 2011 |
|
2022
Q1 | $553K | Sell |
38,886
-500
| -1% | -$7.11K | ﹤0.01% | 2023 |
|
2021
Q4 | $584K | Buy |
39,386
+2
| +0% | +$30 | ﹤0.01% | 1978 |
|
2021
Q3 | $595K | Buy |
39,384
+1,564
| +4% | +$23.6K | ﹤0.01% | 1916 |
|
2021
Q2 | $567K | Buy |
37,820
+5,982
| +19% | +$89.7K | ﹤0.01% | 1950 |
|
2021
Q1 | $450K | Buy |
31,838
+1,168
| +4% | +$16.5K | ﹤0.01% | 1975 |
|
2020
Q4 | $410K | Buy |
30,670
+472
| +2% | +$6.31K | ﹤0.01% | 1907 |
|
2020
Q3 | $374K | Buy |
30,198
+1,030
| +4% | +$12.8K | ﹤0.01% | 1787 |
|
2020
Q2 | $344K | Buy |
29,168
+1,703
| +6% | +$20.1K | ﹤0.01% | 1776 |
|
2020
Q1 | $299K | Sell |
27,465
-3,825
| -12% | -$41.6K | ﹤0.01% | 1689 |
|
2019
Q4 | $475K | Sell |
31,290
-1,200
| -4% | -$18.2K | ﹤0.01% | 1617 |
|
2019
Q3 | $487K | Buy |
32,490
+1,400
| +5% | +$21K | ﹤0.01% | 1515 |
|
2019
Q2 | $493K | Buy |
31,090
+1,600
| +5% | +$25.4K | ﹤0.01% | 1435 |
|
2019
Q1 | $458K | Buy |
29,490
+2,000
| +7% | +$31.1K | ﹤0.01% | 1538 |
|
2018
Q4 | $394K | Sell |
27,490
-4,500
| -14% | -$64.5K | ﹤0.01% | 1461 |
|
2018
Q3 | $545K | Sell |
31,990
-200
| -0.6% | -$3.41K | 0.01% | 1392 |
|
2018
Q2 | $547K | Sell |
32,190
-1,260
| -4% | -$21.4K | 0.01% | 1351 |
|
2018
Q1 | $565K | Buy |
33,450
+5,367
| +19% | +$90.7K | 0.01% | 1284 |
|
2017
Q4 | $467K | Buy |
28,083
+6,735
| +32% | +$112K | 0.01% | 1362 |
|
2017
Q3 | $371K | Hold |
21,348
| – | – | 0.01% | 1430 |
|
2017
Q2 | $373K | Hold |
21,348
| – | – | 0.01% | 1379 |
|
2017
Q1 | $380K | Sell |
21,348
-50
| -0.2% | -$890 | 0.01% | 1220 |
|
2016
Q4 | $374K | Hold |
21,398
| – | – | 0.01% | 1164 |
|
2016
Q3 | $360K | Sell |
21,398
-155,786
| -88% | -$2.62M | 0.01% | 1203 |
|
2016
Q2 | $2.78M | Buy |
177,184
+159,436
| +898% | +$2.51M | 0.06% | 299 |
|
2016
Q1 | $268K | Buy |
17,748
+2,750
| +18% | +$41.5K | 0.01% | 1234 |
|
2015
Q4 | $222K | Sell |
14,998
-2,903
| -16% | -$43K | 0.01% | 1306 |
|
2015
Q3 | $272K | Buy |
17,901
+949
| +6% | +$14.4K | 0.01% | 1070 |
|
2015
Q2 | $279K | Buy |
16,952
+2,965
| +21% | +$48.8K | 0.01% | 1094 |
|
2015
Q1 | $240K | Sell |
13,987
-375
| -3% | -$6.44K | 0.01% | 1157 |
|
2014
Q4 | $239K | Sell |
14,362
-245
| -2% | -$4.08K | 0.01% | 1121 |
|
2014
Q3 | $250K | Buy |
14,607
+100
| +0.7% | +$1.71K | 0.01% | 1189 |
|
2014
Q2 | $267K | Buy |
14,507
+1,645
| +13% | +$30.3K | 0.01% | 1061 |
|
2014
Q1 | $238K | Buy |
+12,862
| New | +$238K | 0.01% | 1064 |
|