CFA
JPS

Compass Financial Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Compass Financial Advisors’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
2023
Q1 		$970K Buy
2022
Q4 		$799K Sell
2022
Q3 		$909K Sell
2022
Q2 		$1.01M Buy
2022
Q1 		$1.11M Buy
2021
Q4 		$924K Buy