CWA
JPS
Clarus Wealth Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,744
| Closed | -$93K | – | 581 |
|
|
2019
Q2 | $93K | Sell |
9,744
-5,958
| -38% | -$56.9K | 0.07% | 205 |
|
|
2019
Q1 | $141K | Sell |
15,702
-3,093
| -16% | -$27.8K | 0.11% | 147 |
|
|
2018
Q4 | $156K | Sell |
18,795
-2,740
| -13% | -$22.7K | 0.25% | 115 |
|
|
2018
Q3 | $190K | Sell |
21,535
-1,210
| -5% | -$10.7K | 0.12% | 134 |
|
|
2018
Q2 | $222K | Hold |
22,745
| – | – | 0.17% | 95 |
|
|
2018
Q1 | $222K | Buy |
22,745
+2,300
| +11% | +$22.4K | 0.2% | 95 |
|
|
2017
Q4 | $209K | Buy |
+20,445
| New | +$209K | 0.2% | 103 |
|