Thomas J. Herzfeld 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.67M | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $3.03M | Buy |
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|
2023
Q2 | $2.78M | Buy |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $2.88M | Buy |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $1.94M | Buy |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $1.85M | Buy |
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|
2020
Q4 | $1.53M | Buy |
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|
2020
Q3 | $889K | Buy |
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|
2020
Q2 | $161K | Buy |
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