WA
Waverly Advisors’s Nuveen Multi-Market Income Fund JMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,678
| Closed | -$163K | – | 1005 |
|
|
2024
Q3 | $163K | Hold |
25,678
| – | – | ﹤0.01% | 781 |
|
|
2024
Q2 | $153K | Hold |
25,678
| – | – | ﹤0.01% | 781 |
|
|
2024
Q1 | $156K | Hold |
25,678
| – | – | ﹤0.01% | 666 |
|
|
2023
Q4 | $152K | Hold |
25,678
| – | – | 0.01% | 438 |
|
|
2023
Q3 | $144K | Hold |
25,678
| – | – | 0.01% | 395 |
|
|
2023
Q2 | $149K | Hold |
25,678
| – | – | 0.01% | 353 |
|
|
2023
Q1 | $149K | Buy |
+25,678
| New | +$149K | 0.01% | 288 |
|