Kestra Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-15,067
| Closed | -$87.4K | – | 2174 |
|
2023
Q2 | $87.4K | Sell |
15,067
-14,625
| -49% | -$84.8K | ﹤0.01% | 2007 |
|
2023
Q1 | $172K | Sell |
29,692
-3,744
| -11% | -$21.7K | ﹤0.01% | 1878 |
|
2022
Q4 | $196K | Sell |
33,436
-4,216
| -11% | -$24.7K | ﹤0.01% | 2033 |
|
2022
Q3 | $222K | Sell |
37,652
-1,518
| -4% | -$8.95K | ﹤0.01% | 1806 |
|
2022
Q2 | $239K | Buy |
39,170
+8,953
| +30% | +$54.6K | ﹤0.01% | 1788 |
|
2022
Q1 | $196K | Buy |
+30,217
| New | +$196K | ﹤0.01% | 1859 |
|
2021
Q1 | – | Sell |
-57,500
| Closed | -$414K | – | 1954 |
|
2020
Q4 | $414K | Buy |
+57,500
| New | +$414K | ﹤0.01% | 1309 |
|