Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $58K | Buy |
2,631
+1,281
| +95% | +$28.2K | ﹤0.01% | 3421 |
|
|
2019
Q3 | $31K | Buy |
1,350
+1,050
| +350% | +$24.1K | ﹤0.01% | 3755 |
|
|
2019
Q2 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 4580 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$9K | – | 5269 |
|
|
2018
Q4 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 4341 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$12K | – | 4703 |
|
|
2015
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 3512 |
|
|
2014
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 3306 |
|
|
2014
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 2985 |
|
|
2014
Q2 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 2978 |
|
|
2014
Q1 | – | Sell |
-1,040
| Closed | -$24K | – | 3801 |
|
|
2013
Q4 | $24K | Sell |
1,040
-4,950
| -83% | -$114K | ﹤0.01% | 2417 |
|
|
2013
Q3 | $142K | Buy |
5,990
+36
| +0.6% | +$853 | ﹤0.01% | 1189 |
|
|
2013
Q2 | $151K | Buy |
+5,954
| New | +$151K | 0.01% | 1104 |
|