Geneos Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-200
| Closed | -$3K | – | 2471 |
|
2018
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 2080 |
|
2018
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 2001 |
|
2017
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1990 |
|
2017
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 1939 |
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1896 |
|
2017
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1848 |
|
2016
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1815 |
|
2016
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 1737 |
|
2016
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1656 |
|
2016
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 1640 |
|