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Spire Wealth Management’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Spire Wealth Management’s Portfolio JLS Stock Details JLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-400
Closed -$7K – 2400
2022
Q2 		$7K Hold
400
– – ﹤0.01% 2030
2022
Q1 		$7K Hold
400
– – ﹤0.01% 2152
2021
Q4 		$8K Hold
400
– – ﹤0.01% 2448
2021
Q3 		$8K Hold
400
– – ﹤0.01% 2158
2021
Q2 		$8K Hold
400
– – ﹤0.01% 2198
2021
Q1 		$8K Buy
+400
New +$8.1K ﹤0.01% 2478

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MC
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LSC
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Spire Wealth Management's JLS Position: Q3 2022 in Review

Spire Wealth Management sold out of Nuveen Mortgage and Income Fund (JLS) in Q3 2022, closing a stake of 400 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in JLS in Q1 2021 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 33 funds tracked by Wall St. Rank hold JLS as of Q3 2022.

  • Spire Wealth Management reported no remaining Nuveen Mortgage and Income Fund position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 400 Nuveen Mortgage and Income Fund shares in Q3 2022, an estimated $7K.
  • Spire Wealth Management first reported a position in Nuveen Mortgage and Income Fund in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Nuveen Mortgage and Income Fund position peaked at $8K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.