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
2017
Q2
Sell
2017
Q1
$1.62M Buy
2016
Q4
$1.45M Buy
2016
Q3
$1.42M Buy
2016
Q1
Sell
2015
Q4
$702K Buy
2015
Q3
$381K Buy
2015
Q2
$362K Sell
2015
Q1
$395K Sell
2014
Q4
$409K Buy
2014
Q3
$388K Sell
2014
Q2
$409K Sell
2014
Q1
$394K Buy
2013
Q4
$328K Sell
2013
Q3
$411K Sell
2013
Q2
$1.21M Buy