IFP Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $656K | Buy |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $560K | Buy |
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|
2024
Q1 | $392K | Sell |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $121K | Sell |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $5K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $11K | Hold |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $10K | Hold |
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|
2016
Q2 | $10K | Buy |
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