PCS
Private Client Services’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 | – | Sell |
-134,205
| Closed | -$2.52M | – | 214 |
|
|
2025
Q1 | $2.52M | Sell |
134,205
-2,667
| -2% | -$50.1K | 1.25% | 19 |
|
|
2024
Q4 | $2.46M | Buy |
136,872
+2,564
| +2% | +$46.2K | 1.32% | 18 |
|
|
2024
Q3 | $2.48M | Buy |
134,308
+37,821
| +39% | +$697K | 1.33% | 21 |
|
|
2024
Q2 | $1.74M | Buy |
+96,487
| New | +$1.74M | 1.09% | 27 |
|