Carson Wealth (CWM LLC)
JSD

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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$67K Hold
2023
Q1 		$68K Buy
2022
Q4 		$50K Hold
2022
Q3 		$49K Hold
2022
Q2 		$50K Buy