Fusion Family Wealth’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,000
| Closed | -$79K | – | 291 |
|
|
2018
Q2 | $79K | Sell |
9,000
-573
| -6% | -$5.03K | 0.02% | 105 |
|
|
2018
Q1 | $94K | Hold |
9,573
| – | – | 0.03% | 83 |
|
|
2017
Q4 | $98K | Buy |
+9,573
| New | +$98K | 0.02% | 96 |
|
|
2017
Q3 | – | Sell |
-9,573
| Closed | -$98K | – | 307 |
|
|
2017
Q2 | $98K | Sell |
9,573
-200
| -2% | -$2.05K | 0.03% | 99 |
|
|
2017
Q1 | $93K | Buy |
+9,773
| New | +$93K | 0.03% | 98 |
|