Nations 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Sell |
53,178
-300
| -0.6% | -$5.62K | 0.07% | 287 |
|
|
2025
Q1 | $1M | Buy |
53,478
+300
| +0.6% | +$5.63K | 0.08% | 272 |
|
|
2024
Q4 | $957K | Hold |
53,178
| – | – | 0.07% | 284 |
|
|
2024
Q3 | $980K | Buy |
53,178
+16,636
| +46% | +$307K | 0.07% | 284 |
|
|
2024
Q2 | $658K | Buy |
36,542
+1,000
| +3% | +$18K | 0.05% | 346 |
|
|
2024
Q1 | $631K | Buy |
35,542
+1,175
| +3% | +$20.9K | 0.05% | 359 |
|
|
2023
Q4 | $580K | Hold |
34,367
| – | – | 0.05% | 351 |
|
|
2023
Q3 | $546K | Sell |
34,367
-425
| -1% | -$6.75K | 0.05% | 343 |
|
|
2023
Q2 | $561K | Buy |
34,792
+7,300
| +27% | +$118K | 0.06% | 358 |
|
|
2023
Q1 | $439K | Buy |
27,492
+1,000
| +4% | +$16K | 0.05% | 395 |
|
|
2022
Q4 | $429K | Buy |
+26,492
| New | +$429K | 0.05% | 388 |
|