Montag & Associates’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Montag & Associates’s Portfolio JSD Stock Details JSD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Hold
2023 Q2	–	Sell
2023 Q1	$853	Hold
2022 Q4	$854	Hold
2022 Q3	$1K	Hold
2022 Q2	$1K	Hold
2022 Q1	$1K	Hold
2021 Q4	$1K	Hold
2021 Q3	$1K	Hold
2021 Q2	$1K	Hold
2021 Q1	$1K	Hold
2020 Q4	$1K	Buy