Atria Wealth Solutions’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 |
-119,979
| Closed | -$743K | – | 2031 |
|
|
2023
Q3 | $743K | Sell |
119,979
-16,065
| -12% | -$99.5K | 0.01% | 943 |
|
|
2023
Q2 | $871K | Sell |
136,044
-21,216
| -13% | -$136K | 0.01% | 897 |
|
|
2023
Q1 | $1.02M | Sell |
157,260
-4,100
| -3% | -$26.6K | 0.02% | 787 |
|
|
2022
Q4 | $1.1M | Buy |
161,360
+24,767
| +18% | +$168K | 0.02% | 703 |
|
|
2022
Q3 | $903K | Buy |
136,593
+35,553
| +35% | +$235K | 0.02% | 749 |
|
|
2022
Q2 | $735K | Sell |
101,040
-68,179
| -40% | -$496K | 0.01% | 802 |
|
|
2022
Q1 | $1.43M | Buy |
+169,219
| New | +$1.43M | 0.02% | 592 |
|