| |
| |
|
| Insider
Information: |
Parekh Aashh |
| Relationship: |
Portfolio Manager |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
4,677 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$81,660 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
4,677 |
|
|
| Total
Value |
$81,660 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Nuveen Mortgage Opportunity Term... |
JLS |
Portfolio Manager |
2023-10-20 |
4,677 |
2020-02-28 |
0 |
Premium* |
|
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|
|
|
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|
Records found :
29 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2023-05-04 |
4 |
B |
$15.85 |
$1,585 |
D/D |
100 |
3,877 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2023-05-19 |
4 |
B |
$15.85 |
$6,347 |
D/D |
400 |
4,177 |
2.44 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2023-10-17 |
4 |
B |
$15.65 |
$3,130 |
D/D |
200 |
4,477 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2023-10-20 |
4 |
B |
$15.53 |
$3,106 |
D/D |
200 |
4,677 |
2.36 |
% |
|
29 Records found
|
|
Page 2 of 2 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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