Level Four Advisory Services’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Level Four Advisory Services’s Portfolio JSD Stock Details JSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,524	Closed	-$133K	–	882
2023 Q2	$133K	Buy	11,524 +37	+0.3%	+$428	0.01%	769
2023 Q1	$135K	Buy	11,487 +19	+0.2%	+$230	0.01%	725
2022 Q4	$136K	Buy	+11,468	New	+$137K	0.01%	635

Level Four Advisory Services's JSD Position: Q3 2023 in Review

Level Four Advisory Services sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q3 2023, closing a stake of 11,524 shares — an estimated $133K sold.

Level Four Advisory Services first reported a position in JSD in Q4 2022 and held it in 3 quarters. The position peaked at $136K in Q4 2022. 0 funds tracked by Wall St. Rank hold JSD as of Q3 2023.

Level Four Advisory Services reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q3 2023 after selling out during the quarter.
Level Four Advisory Services sold 11,524 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q3 2023, an estimated $133K.
Level Four Advisory Services first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q4 2022 and held it in 3 quarters.
Level Four Advisory Services's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $136K in Q4 2022.
0 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q3 2023.

Based on Level Four Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.