Doliver Advisors’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-9,440
| Closed | -$237K | – | 303 |
|
|
2014
Q2 | $237K | Buy |
+9,440
| New | +$237K | 0.21% | 175 |
|
|
2014
Q1 | – | Sell |
-13,800
| Closed | -$317K | – | 269 |
|
|
2013
Q4 | $317K | Sell |
13,800
-10,317
| -43% | -$237K | 0.2% | 178 |
|
|
2013
Q3 | $579K | Buy |
24,117
+6,891
| +40% | +$165K | 0.36% | 97 |
|
|
2013
Q2 | $442K | Buy |
+17,226
| New | +$442K | 0.26% | 177 |
|