Geneos Wealth Management’s Nuveen Multi-Market Income Fund JMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,370
| Closed | -$8K | – | 2311 |
|
|
2022
Q2 | $8K | Hold |
1,370
| – | – | ﹤0.01% | 2033 |
|
|
2022
Q1 | $8K | Hold |
1,370
| – | – | ﹤0.01% | 2177 |
|
|
2021
Q4 | $10K | Sell |
1,370
-19
| -1% | -$139 | ﹤0.01% | 2179 |
|
|
2021
Q3 | $10K | Hold |
1,389
| – | – | ﹤0.01% | 2225 |
|
|
2021
Q2 | $10K | Hold |
1,389
| – | – | ﹤0.01% | 2200 |
|
|
2021
Q1 | $10K | Hold |
1,389
| – | – | ﹤0.01% | 2382 |
|
|
2020
Q4 | $10K | Hold |
1,389
| – | – | ﹤0.01% | 2217 |
|
|
2020
Q3 | $9K | Hold |
1,389
| – | – | ﹤0.01% | 1985 |
|
|
2020
Q2 | $9K | Buy |
+1,389
| New | +$9K | ﹤0.01% | 1950 |
|