AWM
JPS
Accel Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-85,923
| Closed | -$530K | – | 200 |
|
|
2023
Q3 | $530K | Sell |
85,923
-280
| -0.3% | -$1.73K | 0.3% | 86 |
|
|
2023
Q2 | $550K | Sell |
86,203
-742
| -0.9% | -$4.73K | 0.3% | 84 |
|
|
2023
Q1 | $562K | Sell |
86,945
-2,008
| -2% | -$13K | 0.23% | 98 |
|
|
2022
Q4 | $605K | Buy |
88,953
+3,855
| +5% | +$26.2K | 0.29% | 76 |
|
|
2022
Q3 | $574K | Buy |
85,098
+114
| +0.1% | +$769 | 0.31% | 76 |
|
|
2022
Q2 | $608K | Sell |
84,984
-2,449
| -3% | -$17.5K | 0.35% | 67 |
|
|
2022
Q1 | $747K | Sell |
87,433
-319
| -0.4% | -$2.73K | 0.39% | 61 |
|
|
2021
Q4 | $853K | Buy |
87,752
+2,710
| +3% | +$26.3K | 0.42% | 57 |
|
|
2021
Q3 | $833K | Buy |
85,042
+13,958
| +20% | +$137K | 0.54% | 49 |
|
|
2021
Q2 | $708K | Buy |
71,084
+36,476
| +105% | +$363K | 0.47% | 50 |
|
|
2021
Q1 | $336K | Buy |
34,608
+15,786
| +84% | +$153K | 0.27% | 75 |
|
|
2020
Q4 | $183K | Buy |
+18,822
| New | +$183K | 0.17% | 129 |
|