Carson Wealth (CWM LLC)’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JSD Stock Details JSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,770	Closed	-$67K	–	4688
2023 Q2	$67K	Hold	5,770	–	–	﹤0.01%	1800
2023 Q1	$68K	Buy	5,770 +1,590	+38%	+$19.3K	﹤0.01%	1708
2022 Q4	$50K	Hold	4,180	–	–	﹤0.01%	1740
2022 Q3	$49K	Hold	4,180	–	–	﹤0.01%	1672
2022 Q2	$50K	Buy	+4,180	New	+$54.2K	﹤0.01%	1636

Carson Wealth (CWM LLC)'s JSD Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2023, closing a stake of 5,770 shares — an estimated $67K sold.

Carson Wealth (CWM LLC) first reported a position in JSD in Q2 2022 and held it in 5 quarters. The position peaked at $68K in Q1 2023. 0 funds tracked by Wall St. Rank hold JSD as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 5,770 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2023, an estimated $67K.
Carson Wealth (CWM LLC) first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q2 2022 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $68K in Q1 2023.
0 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.