| |
| |
|
| 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 |
$82,596 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
4,677 |
|
|
| Total
Value |
$82,596 |
|
|
|
|
|
|
|
|
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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|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
• • – |
2023-10-20 |
4 |
B |
$15.53 |
$3,106 |
D/D |
200 |
4,677 |
2.36 |
% |
|
| 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 |
• • – |
2023-05-19 |
4 |
B |
$15.85 |
$6,347 |
D/D |
400 |
4,177 |
2.44 |
% |
|
| 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 |
• • – |
2023-04-28 |
4 |
B |
$15.92 |
$1,592 |
D/D |
100 |
3,777 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2023-04-21 |
4 |
B |
$15.93 |
$1,593 |
D/D |
100 |
3,677 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2023-04-19 |
4 |
B |
$15.98 |
$799 |
D/D |
50 |
3,577 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2023-04-14 |
4 |
B |
$16.04 |
$2,406 |
D/D |
150 |
3,527 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2023-03-14 |
4 |
B |
$16.00 |
$1,200 |
D/D |
75 |
3,377 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2022-11-07 |
4 |
B |
$15.87 |
$2,491 |
D/D |
157 |
3,302 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2022-09-27 |
4 |
B |
$0.00 |
$0 |
D/D |
314 |
3,145 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2022-09-26 |
4 |
B |
$16.00 |
$2,512 |
D/D |
157 |
2,831 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2022-09-23 |
4 |
B |
$16.25 |
$2,503 |
D/D |
154 |
2,674 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2022-09-13 |
4 |
B |
$16.80 |
$2,520 |
D/D |
150 |
2,520 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2022-07-28 |
4 |
B |
$16.70 |
$2,505 |
D/D |
150 |
2,370 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2022-05-13 |
4 |
B |
$17.30 |
$5,017 |
D/D |
290 |
2,220 |
2.44 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2022-04-13 |
4 |
B |
$17.89 |
$4,114 |
D/D |
230 |
1,930 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2022-03-25 |
4 |
B |
$18.00 |
$1,746 |
D/D |
97 |
1,700 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2022-02-25 |
4 |
B |
$19.00 |
$1,748 |
D/D |
92 |
1,603 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2022-01-20 |
4 |
B |
$20.50 |
$2,993 |
D/D |
146 |
1,511 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2021-11-23 |
4 |
B |
$20.80 |
$8,008 |
D/D |
385 |
1,365 |
2.44 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2021-06-23 |
4 |
B |
$20.85 |
$7,506 |
D/D |
360 |
880 |
2.44 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2021-06-23 |
4 |
B |
$20.75 |
$2,075 |
D/D |
100 |
980 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2021-03-03 |
4 |
B |
$20.43 |
$4,985 |
D/D |
244 |
520 |
2.36 |
% |
|
| JLS |
Nuveen Mortgage Opportuni... |
Portfolio Manager |
• • – |
2020-03-27 |
4 |
B |
$15.29 |
$994 |
D/D |
65 |
276 |
2.36 |
% |
|
25 Records found
|
1
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Page 1 of 1 |
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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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