Thomas J. Herzfeld Advisors’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 |
-351,887
| Closed | -$4.06M | – | 343 |
|
2023
Q2 | $4.06M | Buy |
351,887
+52,017
| +17% | +$601K | 1.62% | 12 |
|
2023
Q1 | $3.52M | Buy |
299,870
+6,811
| +2% | +$79.9K | 1.42% | 15 |
|
2022
Q4 | $3.48M | Buy |
293,059
+39,051
| +15% | +$463K | 1.42% | 17 |
|
2022
Q3 | $3.01M | Buy |
254,008
+72,501
| +40% | +$858K | 1.28% | 17 |
|
2022
Q2 | $2.18M | Buy |
181,507
+99,551
| +121% | +$1.2M | 0.9% | 36 |
|
2022
Q1 | $1.17M | Buy |
+81,956
| New | +$1.17M | 0.44% | 58 |
|