TW
Transform Wealth’s Nuveen Multi-Market Income Fund JMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $337K | Buy |
53,941
+81
| +0.2% | +$506 | 0.02% | 201 |
|
|
2024
Q4 | $326K | Buy |
+53,860
| New | +$326K | 0.02% | 209 |
|
|
2024
Q1 | – | Sell |
-38,477
| Closed | -$227K | – | 234 |
|
|
2023
Q4 | $227K | Buy |
38,477
+12,233
| +47% | +$72.3K | 0.02% | 222 |
|
|
2023
Q3 | $148K | Sell |
26,244
-26,020
| -50% | -$147K | 0.02% | 232 |
|
|
2023
Q2 | $305K | Buy |
52,264
+222
| +0.4% | +$1.29K | 0.03% | 213 |
|
|
2023
Q1 | $304K | Buy |
52,042
+26,130
| +101% | +$152K | 0.03% | 211 |
|
|
2022
Q4 | $152K | Buy |
+25,912
| New | +$152K | 0.02% | 214 |
|