Belpointe Asset 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 |
-15,700
| Closed | -$96.9K | – | 778 |
|
|
2023
Q3 | $96.9K | Sell |
15,700
-1,000
| -6% | -$6.17K | 0.01% | 631 |
|
|
2023
Q2 | $107K | Sell |
16,700
-8,105
| -33% | -$51.7K | 0.01% | 593 |
|
|
2023
Q1 | $160K | Buy |
24,805
+23,500
| +1,801% | +$152K | 0.01% | 1044 |
|
|
2022
Q4 | $8.87K | Buy |
+1,305
| New | +$8.87K | ﹤0.01% | 2685 |
|
|
2018
Q1 | – | Sell |
-15,608
| Closed | -$159K | – | 500 |
|
|
2017
Q4 | $159K | Sell |
15,608
-4,208
| -21% | -$42.9K | 0.03% | 428 |
|
|
2017
Q3 | $206K | Buy |
+19,816
| New | +$206K | 0.05% | 391 |
|