Northwestern Mutual Wealth Management’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
Q2 | – | Sell |
-1,067
| Closed | -$12.5K | – | 3715 |
|
2023
Q1 | $12.5K | Buy |
+1,067
| New | +$12.5K | ﹤0.01% | 2424 |
|
2020
Q2 | – | Sell |
-2,753
| Closed | -$30K | – | 2839 |
|
2020
Q1 | $30K | Sell |
2,753
-16,670
| -86% | -$182K | ﹤0.01% | 1572 |
|
2019
Q4 | $295K | Sell |
19,423
-5,263
| -21% | -$79.9K | ﹤0.01% | 821 |
|
2019
Q3 | $370K | Sell |
24,686
-762
| -3% | -$11.4K | ﹤0.01% | 710 |
|
2019
Q2 | $403K | Sell |
25,448
-6,356
| -20% | -$101K | ﹤0.01% | 693 |
|
2019
Q1 | $494K | Sell |
31,804
-708
| -2% | -$11K | ﹤0.01% | 626 |
|
2018
Q4 | $466K | Buy |
32,512
+603
| +2% | +$8.64K | ﹤0.01% | 580 |
|
2018
Q3 | $544K | Buy |
31,909
+31,021
| +3,493% | +$529K | ﹤0.01% | 546 |
|
2018
Q2 | $15K | Sell |
888
-1,112
| -56% | -$18.8K | ﹤0.01% | 1710 |
|
2018
Q1 | $34K | Hold |
2,000
| – | – | ﹤0.01% | 1351 |
|
2017
Q4 | $33K | Sell |
2,000
-850
| -30% | -$14K | ﹤0.01% | 1325 |
|
2017
Q3 | $50K | Hold |
2,850
| – | – | ﹤0.01% | 1127 |
|
2017
Q2 | $50K | Hold |
2,850
| – | – | ﹤0.01% | 1096 |
|
2017
Q1 | $51K | Buy |
2,850
+600
| +27% | +$10.7K | ﹤0.01% | 1030 |
|
2016
Q4 | $39K | Buy |
+2,250
| New | +$39K | ﹤0.01% | 1118 |
|