Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $448K | Buy |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $418K | Buy |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $418K | Sell |
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|
2022
Q2 | $435K | Sell |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $563K | Buy |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $555K | Sell |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $626K | Sell |
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|
2020
Q3 | $783K | Sell |
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|
2020
Q2 | $875K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $1.19M | Sell |
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|
2019
Q2 | $1.5M | Buy |
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|
2019
Q1 | $1.4M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.27M | Buy |
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|
2018
Q2 | $1.2M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.16M | Buy |
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|
2017
Q3 | $978K | Buy |
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|
2017
Q2 | $938K | Buy |
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|
2017
Q1 | $820K | Buy |
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|
2016
Q4 | $661K | Buy |
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|
2016
Q3 | $630K | Sell |
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|
2016
Q2 | $678K | Sell |
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|
2016
Q1 | $1.08M | Buy |
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|
2015
Q4 | $1.06M | Buy |
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|
2015
Q3 | $523K | Buy |
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|
2015
Q2 | $425K | Sell |
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|
2015
Q1 | $469K | Sell |
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|
2014
Q4 | $490K | Buy |
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|
2014
Q3 | $490K | Buy |
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|
2014
Q2 | $495K | Buy |
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|
2014
Q1 | $454K | Buy |
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|
2013
Q4 | $438K | Sell |
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|
2013
Q3 | $463K | Buy |
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|
2013
Q2 | $358K | Buy |
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