CWP
JPS
Concord Wealth Partners’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 |
-1,903
| Closed | -$11.7K | – | 1056 |
|
|
2023
Q3 | $11.7K | Buy |
1,903
+33
| +2% | +$204 | ﹤0.01% | 591 |
|
|
2023
Q2 | $11.9K | Buy |
1,870
+34
| +2% | +$217 | ﹤0.01% | 583 |
|
|
2023
Q1 | $11.9K | Buy |
1,836
+20
| +1% | +$129 | ﹤0.01% | 568 |
|
|
2022
Q4 | $12.3K | Buy |
+1,816
| New | +$12.3K | ﹤0.01% | 607 |
|
|
2022
Q3 | – | Sell |
-1,738
| Closed | -$13K | – | 1251 |
|
|
2022
Q2 | $13K | Buy |
1,738
+31
| +2% | +$232 | ﹤0.01% | 639 |
|
|
2022
Q1 | $14K | Buy |
1,707
+20
| +1% | +$164 | ﹤0.01% | 706 |
|
|
2021
Q4 | $16K | Buy |
+1,687
| New | +$16K | ﹤0.01% | 694 |
|