IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-890
| Closed | -$20K | – | 3974 |
|
|
2018
Q3 | $20K | Hold |
890
| – | – | ﹤0.01% | 2440 |
|
|
2018
Q2 | $20K | Hold |
890
| – | – | ﹤0.01% | 2453 |
|
|
2018
Q1 | $21K | Hold |
890
| – | – | ﹤0.01% | 2374 |
|
|
2017
Q4 | $21K | Hold |
890
| – | – | ﹤0.01% | 2372 |
|
|
2017
Q3 | $22K | Hold |
890
| – | – | ﹤0.01% | 2517 |
|
|
2017
Q2 | $22K | Sell |
890
-900
| -50% | -$22.2K | ﹤0.01% | 2517 |
|
|
2017
Q1 | $43K | Sell |
1,790
-620
| -26% | -$14.9K | ﹤0.01% | 2009 |
|
|
2016
Q4 | $56K | Hold |
2,410
| – | – | ﹤0.01% | 1813 |
|
|
2016
Q3 | $57K | Sell |
2,410
-50
| -2% | -$1.18K | ﹤0.01% | 1724 |
|
|
2016
Q2 | $55K | Buy |
+2,460
| New | +$55K | ﹤0.01% | 1710 |
|
|
2016
Q1 | – | Sell |
-2,460
| Closed | -$55K | – | 3810 |
|
|
2015
Q4 | $55K | Buy |
+2,460
| New | +$55K | ﹤0.01% | 1554 |
|