CWM
JPS

Concert Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Concert Wealth Management’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-20,263
Closed -$195K – 958
2016
Q3 		$195K Sell
20,263
-5,616
-22% -$54K 0.02% 652
2016
Q2 		$241K Buy
+25,879
New +$241K 0.03% 536