CAPTRUST Financial Advisors
JSD

CAPTRUST Financial Advisors’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-18,053
Closed -$212K 2633
2023
Q1
$212K Buy
18,053
+6,411
+55% +$75.2K ﹤0.01% 2018
2022
Q4
$138K Buy
11,642
+986
+9% +$11.7K ﹤0.01% 2010
2022
Q3
$126K Buy
+10,656
New +$126K ﹤0.01% 1906