Foresight Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,258
| Closed | -$181K | – | 54 |
|
|
2022
Q3 | $181K | Buy |
11,258
+729
| +7% | +$11.7K | 0.04% | 87 |
|
|
2022
Q2 | $174K | Sell |
10,529
-655
| -6% | -$10.8K | 0.04% | 98 |
|
|
2022
Q1 | $204K | Sell |
11,184
-19,388
| -63% | -$354K | 0.04% | 96 |
|
|
2021
Q4 | $641K | Buy |
30,572
+4,918
| +19% | +$103K | 0.01% | 59 |
|
|
2021
Q3 | $532K | Buy |
+25,654
| New | +$532K | 0.11% | 66 |
|