Magnus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-23,155
| Closed | -$508K | – | 623 |
|
|
2019
Q4 | $508K | Sell |
23,155
-1,224
| -5% | -$26.9K | 0.07% | 140 |
|
|
2019
Q3 | $562K | Buy |
24,379
+16
| +0.1% | +$369 | 0.11% | 100 |
|
|
2019
Q2 | $566K | Buy |
24,363
+4,115
| +20% | +$95.6K | 0.11% | 101 |
|
|
2019
Q1 | $471K | Buy |
20,248
+4,911
| +32% | +$114K | 0.1% | 119 |
|
|
2018
Q4 | $343K | Buy |
+15,337
| New | +$343K | 0.09% | 144 |
|