180 Wealth Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,021
| Closed | -$92.7K | – | 401 |
|
|
2023
Q3 | $92.7K | Sell |
15,021
-2,805
| -16% | -$17.3K | 0.02% | 360 |
|
|
2023
Q2 | $115K | Buy |
17,826
+4,104
| +30% | +$26.4K | 0.03% | 356 |
|
|
2023
Q1 | $88.6K | Buy |
13,722
+782
| +6% | +$5.05K | 0.02% | 357 |
|
|
2022
Q4 | $96.4K | Buy |
12,940
+73
| +0.6% | +$544 | 0.02% | 357 |
|
|
2022
Q3 | $85K | Buy |
12,867
+33
| +0.3% | +$218 | 0.02% | 346 |
|
|
2022
Q2 | $94K | Buy |
12,834
+52
| +0.4% | +$381 | 0.02% | 352 |
|
|
2022
Q1 | $101K | Buy |
12,782
+173
| +1% | +$1.37K | 0.02% | 366 |
|
|
2021
Q4 | $115K | Buy |
12,609
+842
| +7% | +$7.68K | 0.03% | 364 |
|
|
2021
Q3 | $115K | Buy |
+11,767
| New | +$115K | 0.03% | 372 |
|