Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-671
| Closed | -$8K | – | 2132 |
|
|
2022
Q2 | $8K | Buy |
671
+13
| +2% | +$155 | ﹤0.01% | 1357 |
|
|
2022
Q1 | $9K | Buy |
658
+7
| +1% | +$96 | ﹤0.01% | 1424 |
|
|
2021
Q4 | $10K | Buy |
651
+15
| +2% | +$230 | ﹤0.01% | 1506 |
|
|
2021
Q3 | $10K | Buy |
636
+11
| +2% | +$173 | ﹤0.01% | 1501 |
|
|
2021
Q2 | $9K | Buy |
625
+11
| +2% | +$158 | ﹤0.01% | 1495 |
|
|
2021
Q1 | $9K | Buy |
614
+7
| +1% | +$103 | ﹤0.01% | 1408 |
|
|
2020
Q4 | $8K | Buy |
607
+14
| +2% | +$185 | ﹤0.01% | 1312 |
|
|
2020
Q3 | $7K | Buy |
593
+10
| +2% | +$118 | ﹤0.01% | 1167 |
|
|
2020
Q2 | $7K | Buy |
583
+14
| +2% | +$168 | ﹤0.01% | 1107 |
|
|
2020
Q1 | $6K | Buy |
569
+10
| +2% | +$105 | ﹤0.01% | 1041 |
|
|
2019
Q4 | $8K | Buy |
559
+11
| +2% | +$157 | ﹤0.01% | 896 |
|
|
2019
Q3 | $8K | Buy |
548
+8
| +1% | +$117 | ﹤0.01% | 861 |
|
|
2019
Q2 | $8K | Buy |
540
+14
| +3% | +$207 | ﹤0.01% | 865 |
|
|
2019
Q1 | $8K | Buy |
526
+10
| +2% | +$152 | ﹤0.01% | 767 |
|
|
2018
Q4 | $7K | Sell |
516
-2,990
| -85% | -$40.6K | ﹤0.01% | 689 |
|
|
2018
Q3 | $60K | Buy |
3,506
+6
| +0.2% | +$103 | 0.04% | 276 |
|
|
2018
Q2 | $60K | Hold |
3,500
| – | – | 0.06% | 168 |
|
|
2018
Q1 | $59K | Hold |
3,500
| – | – | 0.04% | 287 |
|
|
2017
Q4 | $58K | Hold |
3,500
| – | – | 0.04% | 273 |
|
|
2017
Q3 | $61K | Hold |
3,500
| – | – | 0.05% | 229 |
|
|
2017
Q2 | $61K | Hold |
3,500
| – | – | 0.06% | 217 |
|
|
2017
Q1 | $63K | Hold |
3,500
| – | – | 0.07% | 199 |
|
|
2016
Q4 | $61K | Buy |
+3,500
| New | +$61K | 0.08% | 192 |
|