Nations Financial Group’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 | $995K | Hold |
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|
2025
Q2 | $997K | Sell |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $957K | Hold |
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|
2024
Q3 | $980K | Buy |
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|
2024
Q2 | $658K | Buy |
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|
2024
Q1 | $631K | Buy |
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|
2023
Q4 | $580K | Hold |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $561K | Buy |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $429K | Buy |
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