Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,580
| Closed | -$168K | – | 1526 |
|
|
2019
Q3 | $168K | Buy |
7,580
+8
| +0.1% | +$177 | 0.08% | 235 |
|
|
2019
Q2 | $170K | Buy |
7,572
+503
| +7% | +$11.3K | 0.07% | 217 |
|
|
2019
Q1 | $159K | Buy |
7,069
+600
| +9% | +$13.5K | 0.08% | 195 |
|
|
2018
Q4 | $142K | Sell |
6,469
-2,209
| -25% | -$48.5K | 0.09% | 161 |
|
|
2018
Q3 | $200K | Buy |
8,678
+4,214
| +94% | +$97.1K | 0.12% | 119 |
|
|
2018
Q2 | $101K | Buy |
4,464
+5
| +0.1% | +$113 | 0.11% | 115 |
|
|
2018
Q1 | $101K | Buy |
4,459
+1,152
| +35% | +$26.1K | 0.07% | 211 |
|
|
2017
Q4 | $78K | Buy |
3,307
+1,507
| +84% | +$35.5K | 0.06% | 236 |
|
|
2017
Q3 | $44K | Buy |
1,800
+300
| +20% | +$7.33K | 0.04% | 276 |
|
|
2017
Q2 | $37K | Hold |
1,500
| – | – | 0.04% | 298 |
|
|
2017
Q1 | $36K | Buy |
1,500
+1,300
| +650% | +$31.2K | 0.04% | 274 |
|
|
2016
Q4 | $5K | Buy |
+200
| New | +$5K | 0.01% | 581 |
|