L.J. Altfest & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,436
| Closed | -$209K | – | 193 |
|
|
2018
Q4 | $209K | Sell |
9,436
-1,105
| -10% | -$24.5K | 0.06% | 140 |
|
|
2018
Q3 | $242K | Sell |
10,541
-847
| -7% | -$19.4K | 0.07% | 153 |
|
|
2018
Q2 | $259K | Sell |
11,388
-4,867
| -30% | -$111K | 0.1% | 137 |
|
|
2018
Q1 | $368K | Sell |
16,255
-8,369
| -34% | -$189K | 0.16% | 115 |
|
|
2017
Q4 | $585K | Sell |
24,624
-1,987
| -7% | -$47.2K | 0.22% | 99 |
|
|
2017
Q3 | $653K | Sell |
26,611
-2,616
| -9% | -$64.2K | 0.32% | 81 |
|
|
2017
Q2 | $718K | Sell |
29,227
-1,618
| -5% | -$39.7K | 0.43% | 71 |
|
|
2017
Q1 | $733K | Sell |
30,845
-354
| -1% | -$8.41K | 0.29% | 67 |
|
|
2016
Q4 | $723K | Sell |
31,199
-321
| -1% | -$7.44K | 0.36% | 67 |
|
|
2016
Q3 | $748K | Buy |
31,520
+18
| +0.1% | +$427 | 0.5% | 62 |
|
|
2016
Q2 | $703K | Buy |
+31,502
| New | +$703K | 0.49% | 65 |
|