EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,186
| Closed | -$50.5K | – | 2788 |
|
|
2023
Q3 | $50.5K | Sell |
8,186
-126
| -2% | -$777 | 0.01% | 799 |
|
|
2023
Q2 | $53K | Hold |
8,312
| – | – | 0.01% | 815 |
|
|
2023
Q1 | $53.7K | Hold |
8,312
| – | – | 0.01% | 775 |
|
|
2022
Q4 | $56.5K | Buy |
8,312
+8,186
| +6,497% | +$55.7K | 0.01% | 718 |
|
|
2022
Q3 | $1K | Buy |
+126
| New | +$1K | ﹤0.01% | 1946 |
|