LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-112,391
| Closed | -$1.3M | – | 4781 |
|
|
2023
Q2 | $1.3M | Buy |
112,391
+44,433
| +65% | +$513K | ﹤0.01% | 2621 |
|
|
2023
Q1 | $797K | Buy |
67,958
+2,711
| +4% | +$31.8K | ﹤0.01% | 2924 |
|
|
2022
Q4 | $774K | Sell |
65,247
-3,907
| -6% | -$46.3K | ﹤0.01% | 2845 |
|
|
2022
Q3 | $818K | Sell |
69,154
-803
| -1% | -$9.5K | ﹤0.01% | 2690 |
|
|
2022
Q2 | $842K | Sell |
69,957
-5,698
| -8% | -$68.6K | ﹤0.01% | 2714 |
|
|
2022
Q1 | $1.08M | Buy |
75,655
+6,521
| +9% | +$92.8K | ﹤0.01% | 2547 |
|
|
2021
Q4 | $1.02M | Sell |
69,134
-2,709
| -4% | -$40.1K | ﹤0.01% | 2627 |
|
|
2021
Q3 | $1.09M | Sell |
71,843
-12,240
| -15% | -$185K | ﹤0.01% | 2538 |
|
|
2021
Q2 | $1.26M | Sell |
84,083
-10,957
| -12% | -$164K | ﹤0.01% | 2367 |
|
|
2021
Q1 | $1.34M | Sell |
95,040
-26,680
| -22% | -$377K | ﹤0.01% | 2145 |
|
|
2020
Q4 | $1.63M | Sell |
121,720
-13,234
| -10% | -$177K | ﹤0.01% | 1813 |
|
|
2020
Q3 | $1.67M | Sell |
134,954
-5,492
| -4% | -$68K | ﹤0.01% | 1556 |
|
|
2020
Q2 | $1.66M | Buy |
140,446
+127,085
| +951% | +$1.5M | ﹤0.01% | 1464 |
|
|
2020
Q1 | $145K | Buy |
+13,361
| New | +$145K | ﹤0.01% | 2899 |
|
|
2019
Q3 | – | Sell |
-24,103
| Closed | -$382K | – | 3420 |
|
|
2019
Q2 | $382K | Sell |
24,103
-7,109
| -23% | -$113K | ﹤0.01% | 2489 |
|
|
2019
Q1 | $485K | Sell |
31,212
-1,100
| -3% | -$17.1K | ﹤0.01% | 2245 |
|
|
2018
Q4 | $463K | Sell |
32,312
-29,619
| -48% | -$424K | ﹤0.01% | 2087 |
|
|
2018
Q3 | $1.06M | Sell |
61,931
-3,638
| -6% | -$62K | ﹤0.01% | 1633 |
|
|
2018
Q2 | $1.12M | Buy |
65,569
+5,410
| +9% | +$92K | ﹤0.01% | 1542 |
|
|
2018
Q1 | $1.02M | Buy |
60,159
+11,667
| +24% | +$197K | ﹤0.01% | 1583 |
|
|
2017
Q4 | $806K | Buy |
48,492
+11,615
| +31% | +$193K | ﹤0.01% | 1681 |
|
|
2017
Q3 | $641K | Buy |
36,877
+5
| +0% | +$87 | ﹤0.01% | 1747 |
|
|
2017
Q2 | $644K | Sell |
36,872
-18,633
| -34% | -$325K | ﹤0.01% | 1681 |
|
|
2017
Q1 | $990K | Buy |
55,505
+4,693
| +9% | +$83.7K | 0.01% | 1275 |
|
|
2016
Q4 | $901K | Buy |
50,812
+3,875
| +8% | +$68.7K | 0.01% | 1286 |
|
|
2016
Q3 | $776K | Buy |
46,937
+634
| +1% | +$10.5K | 0.01% | 1393 |
|
|
2016
Q2 | $721K | Sell |
46,303
-30,444
| -40% | -$474K | 0.01% | 1398 |
|
|
2016
Q1 | $1.15M | Buy |
76,747
+312
| +0.4% | +$4.69K | ﹤0.01% | 1577 |
|
|
2015
Q4 | $1.14M | Buy |
76,435
+26,901
| +54% | +$401K | ﹤0.01% | 1579 |
|
|
2015
Q3 | $746K | Sell |
49,534
-900
| -2% | -$13.6K | ﹤0.01% | 1463 |
|
|
2015
Q2 | $840K | Sell |
50,434
-3,000
| -6% | -$50K | ﹤0.01% | 1499 |
|
|
2015
Q1 | $921K | Buy |
53,434
+494
| +0.9% | +$8.52K | ﹤0.01% | 1412 |
|
|
2014
Q4 | $881K | Buy |
52,940
+3,526
| +7% | +$58.7K | ﹤0.01% | 1400 |
|
|
2014
Q3 | $848K | Sell |
49,414
-1,951
| -4% | -$33.5K | 0.01% | 1387 |
|
|
2014
Q2 | $945K | Sell |
51,365
-14,956
| -23% | -$275K | 0.01% | 1370 |
|
|
2014
Q1 | $1.23M | Buy |
66,321
+639
| +1% | +$11.8K | 0.01% | 1130 |
|
|
2013
Q4 | $1.24M | Buy |
65,682
+2,427
| +4% | +$45.7K | 0.01% | 1104 |
|
|
2013
Q3 | $1.18M | Buy |
63,255
+40,156
| +174% | +$747K | 0.01% | 1092 |
|
|
2013
Q2 | $453K | Buy |
+23,099
| New | +$453K | ﹤0.01% | 1634 |
|