MWM
Melfa Wealth Management’s Nuveen Mortgage and Income Fund JLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
18,467
+65
| +0.4% | +$1.22K | 0.22% | 114 |
|
|
2025
Q1 | $345K | Buy |
18,402
+42
| +0.2% | +$788 | 0.23% | 105 |
|
|
2024
Q4 | $330K | Buy |
18,360
+2,500
| +16% | +$45K | 0.22% | 112 |
|
|
2024
Q3 | $292K | Hold |
15,860
| – | – | 0.19% | 121 |
|
|
2024
Q2 | $286K | Buy |
15,860
+25
| +0.2% | +$450 | 0.2% | 121 |
|
|
2024
Q1 | $281K | Buy |
15,835
+5,092
| +47% | +$90.4K | 0.2% | 117 |
|
|
2023
Q4 | $181K | Buy |
+10,743
| New | +$181K | 0.17% | 114 |
|