Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-410
| Closed | -$10K | – | 2193 |
|
|
2017
Q3 | $10K | Hold |
410
| – | – | ﹤0.01% | 1576 |
|
|
2017
Q2 | $10K | Hold |
410
| – | – | ﹤0.01% | 1536 |
|
|
2017
Q1 | $10K | Hold |
410
| – | – | ﹤0.01% | 1483 |
|
|
2016
Q4 | $9K | Hold |
410
| – | – | ﹤0.01% | 1463 |
|
|
2016
Q3 | $9K | Hold |
410
| – | – | ﹤0.01% | 1397 |
|
|
2016
Q2 | $9K | Hold |
410
| – | – | ﹤0.01% | 1361 |
|
|
2016
Q1 | $9K | Buy |
+410
| New | +$9K | ﹤0.01% | 1343 |
|