Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,000
| Closed | -$157K | – | 4502 |
|
|
2017
Q2 | $157K | Hold |
9,000
| – | – | ﹤0.01% | 1652 |
|
|
2017
Q1 | $160K | Hold |
9,000
| – | – | ﹤0.01% | 1628 |
|
|
2016
Q4 | $157K | Hold |
9,000
| – | – | ﹤0.01% | 1540 |
|
|
2016
Q3 | $152K | Hold |
9,000
| – | – | ﹤0.01% | 1570 |
|
|
2016
Q2 | $141K | Sell |
9,000
-625
| -6% | -$9.79K | ﹤0.01% | 1451 |
|
|
2016
Q1 | $146K | Sell |
9,625
-840
| -8% | -$12.7K | ﹤0.01% | 1390 |
|
|
2015
Q4 | $155K | Buy |
10,465
+840
| +9% | +$12.4K | ﹤0.01% | 1358 |
|
|
2015
Q3 | $146K | Buy |
+9,625
| New | +$146K | ﹤0.01% | 1361 |
|
|
2015
Q2 | – | Sell |
-625
| Closed | -$11K | – | 3975 |
|
|
2015
Q1 | $11K | Hold |
625
| – | – | ﹤0.01% | 3126 |
|
|
2014
Q4 | $10K | Hold |
625
| – | – | ﹤0.01% | 3111 |
|
|
2014
Q3 | $11K | Hold |
625
| – | – | ﹤0.01% | 2881 |
|
|
2014
Q2 | $12K | Hold |
625
| – | – | ﹤0.01% | 2752 |
|
|
2014
Q1 | $12K | Hold |
625
| – | – | ﹤0.01% | 2650 |
|
|
2013
Q4 | $12K | Buy |
+625
| New | +$12K | ﹤0.01% | 2503 |
|