BFA
JPS

Beacon Financial Advisory’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Beacon Financial Advisory’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,268
Closed -$69.5K – 256
2023
Q3 		$69.5K Buy
11,268
+13
+0.1% +$80 0.04% 220
2023
Q2 		$71.8K Buy
11,255
+41
+0.4% +$262 0.04% 216
2023
Q1 		$72.4K Buy
11,214
+24
+0.2% +$155 0.05% 205
2022
Q4 		$76.1K Buy
+11,190
New +$76.1K 0.05% 187