Nuveen Mtg opportunity term shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Nuveen Mtg opportunity term (JLS) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Nuveen Mtg opportunity term
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Quarterly reported holdings in Nuveen Mtg opportunity term by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $348k | 19k | 18.72 |
| 2025-06-30 | $348k | 19k | 18.74 |
| 2025-03-31 | $349k | 19k | 18.77 |
| 2024-12-31 | $334k | 19k | 18.00 |
| 2024-09-30 | $271k | 15k | 18.55 |
| 2024-06-30 | $265k | 15k | 18.14 |
| 2024-03-31 | $262k | 15k | 17.93 |
| 2023-12-31 | $255k | 15k | 16.88 |
| 2023-09-30 | $296k | 19k | 16.02 |
| 2023-06-30 | $327k | 20k | 16.25 |
| 2023-03-31 | $321k | 20k | 15.95 |
| 2022-12-31 | $334k | 21k | 16.19 |
| 2022-09-30 | $333k | 21k | 16.14 |
| 2022-06-30 | $342k | 21k | 16.58 |
| 2022-03-31 | $358k | 21k | 17.35 |
| 2021-12-31 | $448k | 21k | 20.96 |
| 2021-09-30 | $445k | 21k | 20.82 |
| 2021-06-30 | $448k | 21k | 20.96 |
| 2021-03-31 | $454k | 21k | 21.24 |
| 2020-12-31 | $466k | 24k | 19.78 |
| 2020-09-30 | $446k | 24k | 18.93 |
| 2020-06-30 | $491k | 25k | 19.56 |
| 2020-03-31 | $413k | 25k | 16.45 |
| 2019-12-31 | $452k | 21k | 21.97 |
| 2019-09-30 | $474k | 21k | 23.04 |
| 2019-03-31 | $392k | 17k | 23.27 |
| 2018-12-31 | $401k | 18k | 22.36 |
| 2018-09-30 | $430k | 18k | 23.98 |
| 2018-06-30 | $426k | 18k | 23.76 |
| 2018-03-31 | $420k | 18k | 23.42 |
| 2017-12-31 | $432k | 18k | 24.09 |
| 2017-09-30 | $329k | 13k | 25.82 |
| 2017-06-30 | $327k | 13k | 25.67 |
| 2017-03-31 | $322k | 13k | 25.27 |
| 2016-12-31 | $308k | 13k | 24.17 |