AO
JPS
Advisor OS’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 |
-26,602
| Closed | -$164K | – | 353 |
|
|
2023
Q3 | $164K | Sell |
26,602
-257
| -1% | -$1.59K | 0.02% | 277 |
|
|
2023
Q2 | $171K | Buy |
26,859
+2,260
| +9% | +$14.4K | 0.03% | 290 |
|
|
2023
Q1 | $159K | Hold |
24,599
| – | – | 0.04% | 236 |
|
|
2022
Q4 | $167K | Hold |
24,599
| – | – | 0.04% | 209 |
|
|
2022
Q3 | $162K | Hold |
24,599
| – | – | 0.05% | 196 |
|
|
2022
Q2 | $179K | Hold |
24,599
| – | – | 0.05% | 199 |
|
|
2022
Q1 | $207K | Hold |
24,599
| – | – | 0.06% | 194 |
|
|
2021
Q4 | $239K | Hold |
24,599
| – | – | 0.05% | 225 |
|
|
2021
Q3 | $241K | Hold |
24,599
| – | – | 0.05% | 209 |
|
|
2021
Q2 | $245K | Hold |
24,599
| – | – | 0.05% | 208 |
|
|
2021
Q1 | $239K | Hold |
24,599
| – | – | 0.05% | 180 |
|
|
2020
Q4 | $239K | Buy |
+24,599
| New | +$239K | 0.06% | 123 |
|