LPL Financial’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-12,756
| Closed | -$283K | – | 3110 |
|
2016
Q1 | $283K | Sell |
12,756
-7,780
| -38% | -$173K | ﹤0.01% | 2556 |
|
2015
Q4 | $458K | Buy |
20,536
+10,220
| +99% | +$228K | ﹤0.01% | 2245 |
|
2015
Q3 | $227K | Sell |
10,316
-795
| -7% | -$17.5K | ﹤0.01% | 2424 |
|
2015
Q2 | $247K | Sell |
11,111
-903
| -8% | -$20.1K | ﹤0.01% | 2462 |
|
2015
Q1 | $273K | Sell |
12,014
-202
| -2% | -$4.59K | ﹤0.01% | 2328 |
|
2014
Q4 | $283K | Sell |
12,216
-2
| -0% | -$46 | ﹤0.01% | 2218 |
|
2014
Q3 | $282K | Sell |
12,218
-2,485
| -17% | -$57.4K | ﹤0.01% | 2223 |
|
2014
Q2 | $350K | Sell |
14,703
-5,339
| -27% | -$127K | ﹤0.01% | 2079 |
|
2014
Q1 | $468K | Sell |
20,042
-11,140
| -36% | -$260K | ﹤0.01% | 1788 |
|
2013
Q4 | $716K | Sell |
31,182
-727
| -2% | -$16.7K | ﹤0.01% | 1479 |
|
2013
Q3 | $745K | Sell |
31,909
-410
| -1% | -$9.57K | 0.01% | 1368 |
|
2013
Q2 | $828K | Buy |
+32,319
| New | +$828K | 0.01% | 1237 |
|