IHT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,735
| Closed | -$63K | – | 1653 |
|
|
2018
Q1 | $63K | Sell |
3,735
-131
| -3% | -$2.21K | 0.02% | 609 |
|
|
2017
Q4 | $65K | Sell |
3,866
-122
| -3% | -$2.05K | 0.02% | 619 |
|
|
2017
Q3 | $70K | Buy |
3,988
+1,939
| +95% | +$34K | 0.03% | 429 |
|
|
2017
Q2 | $27 | Hold |
2,049
| – | – | 0.01% | 692 |
|
|
2017
Q1 | $37K | Buy |
+2,049
| New | +$37K | 0.02% | 499 |
|