Kovitz Investment Group Partners’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-62,757
Closed -$1.13M 1232
2024
Q3
$1.13M Buy
+62,757
New +$1.13M 0.01% 598