LPL Financial’s Nuveen Mortgage and Income Fund JLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $191K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.62M | Buy |
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|
2016
Q4 | $1.45M | Buy |
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|
2016
Q3 | $1.42M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $702K | Buy |
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|
2015
Q3 | $381K | Buy |
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|
2015
Q2 | $362K | Sell |
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|
2015
Q1 | $395K | Sell |
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|
2014
Q4 | $409K | Buy |
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|
2014
Q3 | $388K | Sell |
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|
2014
Q2 | $409K | Sell |
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|
2014
Q1 | $394K | Buy |
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|
2013
Q4 | $328K | Sell |
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|
2013
Q3 | $411K | Sell |
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|
2013
Q2 | $1.21M | Buy |
|