Steward Partners Investment Advisory’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 |
-8,400
| Closed | -$98.5K | – | 3433 |
|
|
2023
Q1 | $98.5K | Hold |
8,400
| – | – | ﹤0.01% | 1595 |
|
|
2022
Q4 | $99.6K | Buy |
8,400
+300
| +4% | +$3.56K | ﹤0.01% | 1554 |
|
|
2022
Q3 | $96K | Buy |
8,100
+500
| +7% | +$5.93K | ﹤0.01% | 1517 |
|
|
2022
Q2 | $91K | Buy |
7,600
+200
| +3% | +$2.4K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $105K | Buy |
7,400
+300
| +4% | +$4.26K | ﹤0.01% | 1589 |
|
|
2021
Q4 | $105K | Hold |
7,100
| – | – | ﹤0.01% | 1582 |
|
|
2021
Q3 | $107K | Hold |
7,100
| – | – | ﹤0.01% | 1514 |
|
|
2021
Q2 | $106K | Hold |
7,100
| – | – | ﹤0.01% | 2177 |
|
|
2021
Q1 | $100K | Hold |
7,100
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q4 | $95K | Buy |
7,100
+1,100
| +18% | +$14.7K | ﹤0.01% | 1388 |
|
|
2020
Q3 | $74K | Buy |
6,000
+400
| +7% | +$4.93K | ﹤0.01% | 1338 |
|
|
2020
Q2 | $66K | Buy |
5,600
+600
| +12% | +$7.07K | ﹤0.01% | 1305 |
|
|
2020
Q1 | $54K | Buy |
5,000
+300
| +6% | +$3.24K | ﹤0.01% | 1232 |
|
|
2019
Q4 | $71K | Buy |
4,700
+300
| +7% | +$4.53K | ﹤0.01% | 1260 |
|
|
2019
Q3 | $65K | Buy |
+4,400
| New | +$65K | ﹤0.01% | 1253 |
|