Stifel Financial’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
Q4 | $218K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $332K | Buy |
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|
2019
Q1 | $332K | Buy |
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|
2018
Q4 | $316K | Buy |
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|
2018
Q3 | $325K | Buy |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $740K | Hold |
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|
2017
Q4 | $768K | Buy |
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|
2017
Q3 | $767K | Buy |
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|
2017
Q2 | $737K | Buy |
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|
2017
Q1 | $666K | Buy |
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|
2016
Q4 | $602K | Buy |
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|
2016
Q3 | $582K | Buy |
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|
2016
Q2 | $462K | Buy |
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