IWC
JMT
Integrated Wealth Concepts’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-15,826
| Closed | -$351K | – | 498 |
|
|
2019
Q3 | $351K | Sell |
15,826
-485,148
| -97% | -$10.8M | 0.04% | 275 |
|
|
2019
Q2 | $11M | Buy |
500,974
+73,722
| +17% | +$1.62M | 1.44% | 20 |
|
|
2019
Q1 | $9.61M | Buy |
427,252
+158,076
| +59% | +$3.56M | 1.63% | 16 |
|
|
2018
Q4 | $5.97M | Buy |
269,176
+138,716
| +106% | +$3.08M | 1.62% | 15 |
|
|
2018
Q3 | $3.04M | Buy |
130,460
+80,370
| +160% | +$1.87M | 0.92% | 27 |
|
|
2018
Q2 | $1.13M | Buy |
+50,090
| New | +$1.13M | 0.39% | 64 |
|