AWG
JPS
Altus Wealth Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,257
| Closed | -$101K | – | 158 |
|
|
2022
Q3 | $101K | Hold |
10,257
| – | – | 0.1% | 108 |
|
|
2022
Q2 | $101K | Hold |
10,257
| – | – | 0.1% | 108 |
|
|
2022
Q1 | $86K | Hold |
10,257
| – | – | 0.07% | 117 |
|
|
2021
Q4 | $100K | Hold |
10,257
| – | – | 0.08% | 112 |
|
|
2021
Q3 | $101K | Hold |
10,257
| – | – | 0.1% | 108 |
|
|
2021
Q2 | $102K | Hold |
10,257
| – | – | 0.1% | 112 |
|
|
2021
Q1 | $101K | Hold |
10,257
| – | – | 0.1% | 113 |
|
|
2020
Q4 | $100K | Buy |
+10,257
| New | +$100K | 0.1% | 138 |
|