Advisors Asset Management’s Nuveen Mortgage and Income Fund JLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
156,831
-585
| -0.4% | -$11K | 0.05% | 468 |
|
|
2025
Q1 | $2.95M | Buy |
157,416
+852
| +0.5% | +$16K | 0.06% | 454 |
|
|
2024
Q4 | $2.82M | Buy |
156,564
+53,929
| +53% | +$971K | 0.05% | 476 |
|
|
2024
Q3 | $1.89M | Buy |
102,635
+68,732
| +203% | +$1.27M | 0.03% | 575 |
|
|
2024
Q2 | $611K | Buy |
+33,903
| New | +$611K | 0.01% | 843 |
|