Destination Wealth Management’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 |
-9,041
| Closed | -$86K | – | 529 |
|
|
2019
Q2 | $86K | Hold |
9,041
| – | – | ﹤0.01% | 206 |
|
|
2019
Q1 | $81K | Hold |
9,041
| – | – | ﹤0.01% | 211 |
|
|
2018
Q4 | $75K | Hold |
9,041
| – | – | ﹤0.01% | 212 |
|
|
2018
Q3 | $80K | Hold |
9,041
| – | – | ﹤0.01% | 231 |
|
|
2018
Q2 | $80K | Buy |
9,041
+1,328
| +17% | +$11.8K | ﹤0.01% | 213 |
|
|
2018
Q1 | $2.53M | Buy |
+7,713
| New | +$2.53M | 0.15% | 78 |
|