Stratos Wealth Partners’s Nuveen Multi-Market Income Fund JMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
26,263
+7,174
| +38% | +$45.1K | ﹤0.01% | 1357 |
|
|
2025
Q1 | $119K | Buy |
+19,089
| New | +$119K | ﹤0.01% | 1313 |
|
|
2024
Q2 | – | Sell |
-12,318
| Closed | -$75K | – | 1413 |
|
|
2024
Q1 | $75K | Hold |
12,318
| – | – | ﹤0.01% | 1351 |
|
|
2023
Q4 | $72.8K | Hold |
12,318
| – | – | ﹤0.01% | 1331 |
|
|
2023
Q3 | $69.1K | Hold |
12,318
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q2 | $71.4K | Sell |
12,318
-1,822
| -13% | -$10.6K | ﹤0.01% | 1164 |
|
|
2023
Q1 | $82.1K | Hold |
14,140
| – | – | ﹤0.01% | 1094 |
|
|
2022
Q4 | $83K | Hold |
14,140
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q3 | $83K | Sell |
14,140
-7,253
| -34% | -$42.6K | ﹤0.01% | 1082 |
|
|
2022
Q2 | $131K | Buy |
21,393
+4,623
| +28% | +$28.3K | ﹤0.01% | 1120 |
|
|
2022
Q1 | $109K | Hold |
16,770
| – | – | ﹤0.01% | 1218 |
|
|
2021
Q4 | $127K | Hold |
16,770
| – | – | ﹤0.01% | 1209 |
|
|
2021
Q3 | $126K | Hold |
16,770
| – | – | ﹤0.01% | 1134 |
|
|
2021
Q2 | $125K | Sell |
16,770
-1
| -0% | -$7 | ﹤0.01% | 1148 |
|
|
2021
Q1 | $122K | Buy |
16,771
+1
| +0% | +$7 | ﹤0.01% | 1080 |
|
|
2020
Q4 | $121K | Hold |
16,770
| – | – | ﹤0.01% | 1038 |
|
|
2020
Q3 | $117K | Sell |
16,770
-1,097
| -6% | -$7.65K | ﹤0.01% | 960 |
|
|
2020
Q2 | $123K | Sell |
17,867
-1
| -0% | -$7 | ﹤0.01% | 940 |
|
|
2020
Q1 | $109K | Sell |
17,868
-5,144
| -22% | -$31.4K | 0.01% | 855 |
|
|
2019
Q4 | $170K | Buy |
23,012
+44
| +0.2% | +$325 | 0.01% | 923 |
|
|
2019
Q3 | $169K | Buy |
22,968
+2,679
| +13% | +$19.7K | 0.01% | 894 |
|
|
2019
Q2 | $149K | Buy |
20,289
+82
| +0.4% | +$602 | 0.01% | 901 |
|
|
2019
Q1 | $143K | Buy |
20,207
+1,338
| +7% | +$9.47K | 0.01% | 882 |
|
|
2018
Q4 | $129K | Buy |
18,869
+12,222
| +184% | +$83.6K | 0.01% | 823 |
|
|
2018
Q3 | $47K | Buy |
+6,647
| New | +$47K | ﹤0.01% | 1487 |
|
|
2018
Q2 | – | Sell |
-2,793
| Closed | -$20K | – | 1809 |
|
|
2018
Q1 | $20K | Hold |
2,793
| – | – | ﹤0.01% | 2012 |
|
|
2017
Q4 | $21K | Buy |
+2,793
| New | +$21K | ﹤0.01% | 1888 |
|