Montag & Associates’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 | – | Hold |
0
| – | -$8 | – | 945 |
|
|
2023
Q2 | – | Sell |
-72
| Closed | -$853 | – | 913 |
|
|
2023
Q1 | $853 | Hold |
72
| – | – | ﹤0.01% | 890 |
|
|
2022
Q4 | $854 | Hold |
72
| – | – | ﹤0.01% | 910 |
|
|
2022
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 861 |
|
|
2022
Q2 | $1K | Hold |
72
| – | – | ﹤0.01% | 824 |
|
|
2022
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 840 |
|
|
2021
Q4 | $1K | Hold |
72
| – | – | ﹤0.01% | 855 |
|
|
2021
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 865 |
|
|
2021
Q2 | $1K | Hold |
72
| – | – | ﹤0.01% | 858 |
|
|
2021
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 859 |
|
|
2020
Q4 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 786 |
|