Envestnet Asset Management’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 |
-160,280
| Closed | -$1.85M | – | 4214 |
|
|
2023
Q2 | $1.85M | Buy |
160,280
+56,354
| +54% | +$651K | ﹤0.01% | 2328 |
|
|
2023
Q1 | $1.22M | Sell |
103,926
-6,069
| -6% | -$71.2K | ﹤0.01% | 2535 |
|
|
2022
Q4 | $1.3M | Buy |
109,995
+45,949
| +72% | +$545K | ﹤0.01% | 2450 |
|
|
2022
Q3 | $758K | Buy |
64,046
+5,763
| +10% | +$68.2K | ﹤0.01% | 2770 |
|
|
2022
Q2 | $701K | Buy |
58,283
+27,752
| +91% | +$334K | ﹤0.01% | 2861 |
|
|
2022
Q1 | $434K | Buy |
+30,531
| New | +$434K | ﹤0.01% | 3201 |
|
|
2021
Q3 | – | Sell |
-65,917
| Closed | -$988K | – | 3821 |
|
|
2021
Q2 | $988K | Buy |
65,917
+2,812
| +4% | +$42.1K | ﹤0.01% | 2527 |
|
|
2021
Q1 | $891K | Buy |
63,105
+2,335
| +4% | +$33K | ﹤0.01% | 2475 |
|
|
2020
Q4 | $812K | Buy |
60,770
+2,733
| +5% | +$36.5K | ﹤0.01% | 2363 |
|
|
2020
Q3 | $718K | Buy |
58,037
+4,025
| +7% | +$49.8K | ﹤0.01% | 2234 |
|
|
2020
Q2 | $637K | Buy |
54,012
+8,971
| +20% | +$106K | ﹤0.01% | 2259 |
|
|
2020
Q1 | $490K | Buy |
45,041
+7,766
| +21% | +$84.5K | ﹤0.01% | 2256 |
|
|
2019
Q4 | $566K | Buy |
37,275
+4,698
| +14% | +$71.3K | ﹤0.01% | 2383 |
|
|
2019
Q3 | $488K | Buy |
32,577
+11,594
| +55% | +$174K | ﹤0.01% | 2391 |
|
|
2019
Q2 | $333K | Buy |
+20,983
| New | +$333K | ﹤0.01% | 2594 |
|
|
2018
Q3 | – | Sell |
-14,269
| Closed | -$242K | – | 3152 |
|
|
2018
Q2 | $242K | Buy |
14,269
+11
| +0.1% | +$187 | ﹤0.01% | 1590 |
|
|
2018
Q1 | $241K | Buy |
14,258
+1,764
| +14% | +$29.8K | ﹤0.01% | 1498 |
|
|
2017
Q4 | $208K | Hold |
12,494
| – | – | ﹤0.01% | 1828 |
|
|
2017
Q3 | $216K | Sell |
12,494
-1,977
| -14% | -$34.2K | ﹤0.01% | 1799 |
|
|
2017
Q2 | $253K | Buy |
14,471
+1,648
| +13% | +$28.8K | ﹤0.01% | 1785 |
|
|
2017
Q1 | $228K | Buy |
12,823
+52
| +0.4% | +$925 | ﹤0.01% | 1863 |
|
|
2016
Q4 | $224K | Buy |
12,771
+177
| +1% | +$3.11K | ﹤0.01% | 1842 |
|
|
2016
Q3 | $212K | Sell |
12,594
-177
| -1% | -$2.98K | ﹤0.01% | 1992 |
|
|
2016
Q2 | $201K | Buy |
12,771
+39
| +0.3% | +$614 | ﹤0.01% | 2090 |
|
|
2016
Q1 | $193K | Hold |
12,732
| – | – | ﹤0.01% | 2094 |
|
|
2015
Q4 | $189K | Hold |
12,732
| – | – | ﹤0.01% | 2053 |
|
|
2015
Q3 | $194K | Sell |
12,732
-971
| -7% | -$14.8K | ﹤0.01% | 2018 |
|
|
2015
Q2 | $226K | Buy |
+13,703
| New | +$226K | ﹤0.01% | 2083 |
|
|
2014
Q4 | – | Sell |
-1
| Closed | – | – | 2947 |
|
|
2014
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3016 |
|