WMA
JMT

Wealth Management Associates’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-30,859
Closed -$694K 148
2019
Q2
$694K Buy
30,859
+1,035
+3% +$23.3K 0.69% 34
2019
Q1
$671K Sell
29,824
-618
-2% -$13.9K 0.73% 31
2018
Q4
$675K Buy
+30,442
New +$675K 0.91% 29