Sit Investment 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 | – | Sell |
-219,625
| Closed | -$2.54M | – | 558 |
|
|
2023
Q2 | $2.54M | Buy |
219,625
+5,966
| +3% | +$68.9K | 0.07% | 262 |
|
|
2023
Q1 | $2.51M | Sell |
213,659
-19,547
| -8% | -$229K | 0.07% | 269 |
|
|
2022
Q4 | $2.77M | Sell |
233,206
-51,197
| -18% | -$607K | 0.08% | 257 |
|
|
2022
Q3 | $3.36M | Buy |
284,403
+32,220
| +13% | +$381K | 0.1% | 212 |
|
|
2022
Q2 | $3.03M | Sell |
252,183
-681,907
| -73% | -$8.2M | 0.09% | 230 |
|
|
2022
Q1 | $13.3M | Buy |
934,090
+40,000
| +4% | +$569K | 0.36% | 85 |
|
|
2021
Q4 | $13.2M | Buy |
894,090
+195,637
| +28% | +$2.9M | 0.31% | 94 |
|
|
2021
Q3 | $10.5M | Buy |
698,453
+49,286
| +8% | +$744K | 0.27% | 113 |
|
|
2021
Q2 | $9.73M | Sell |
649,167
-10,957
| -2% | -$164K | 0.24% | 129 |
|
|
2021
Q1 | $9.32M | Buy |
660,124
+14,031
| +2% | +$198K | 0.24% | 122 |
|
|
2020
Q4 | $8.63M | Buy |
646,093
+144,692
| +29% | +$1.93M | 0.23% | 127 |
|
|
2020
Q3 | $6.21M | Buy |
501,401
+430,095
| +603% | +$5.32M | 0.18% | 164 |
|
|
2020
Q2 | $841K | Hold |
71,306
| – | – | 0.03% | 343 |
|
|
2020
Q1 | $776K | Buy |
71,306
+46,922
| +192% | +$511K | 0.03% | 340 |
|
|
2019
Q4 | $370K | Buy |
+24,384
| New | +$370K | 0.01% | 402 |
|
|
2019
Q3 | – | Sell |
-57,359
| Closed | -$909K | – | 552 |
|
|
2019
Q2 | $909K | Hold |
57,359
| – | – | 0.03% | 354 |
|
|
2019
Q1 | $891K | Sell |
57,359
-21,314
| -27% | -$331K | 0.03% | 350 |
|
|
2018
Q4 | $1.13M | Sell |
78,673
-14
| -0% | -$201 | 0.04% | 319 |
|
|
2018
Q3 | $1.34M | Sell |
78,687
-4,927
| -6% | -$84K | 0.03% | 302 |
|
|
2018
Q2 | $1.42M | Sell |
83,614
-42,102
| -33% | -$716K | 0.04% | 321 |
|
|
2018
Q1 | $2.12M | Buy |
125,716
+113,616
| +939% | +$1.92M | 0.05% | 279 |
|
|
2017
Q4 | $201K | Buy |
+12,100
| New | +$201K | ﹤0.01% | 483 |
|