B. Riley Wealth Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,271
| Closed | -$53 | – | 1302 |
|
|
2014
Q4 | $53 | Buy |
+2,271
| New | +$53 | ﹤0.01% | 2055 |
|
|
2014
Q3 | – | Sell |
-2,746
| Closed | -$67.5K | – | 1299 |
|
|
2014
Q2 | $67.5K | Buy |
+2,746
| New | +$67.5K | 0.02% | 890 |
|
|
2014
Q1 | – | Sell |
-3,076
| Closed | -$71K | – | 773 |
|
|
2013
Q4 | $71K | Buy |
+3,076
| New | +$71K | 0.02% | 616 |
|