Carson Wealth (CWM LLC)’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
Q3 | – | Sell |
-5,770
| Closed | -$67K | – | 4678 |
|
|
2023
Q2 | $67K | Hold |
5,770
| – | – | ﹤0.01% | 1798 |
|
|
2023
Q1 | $68K | Buy |
5,770
+1,590
| +38% | +$18.7K | ﹤0.01% | 1707 |
|
|
2022
Q4 | $50K | Hold |
4,180
| – | – | ﹤0.01% | 1738 |
|
|
2022
Q3 | $49K | Hold |
4,180
| – | – | ﹤0.01% | 1670 |
|
|
2022
Q2 | $50K | Buy |
+4,180
| New | +$50K | ﹤0.01% | 1634 |
|