Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $432K | Sell |
48,568
-353
| -0.7% | -$3.14K | 0.18% | 69 |
|
|
2014
Q3 | $426K | Sell |
48,921
-7,643
| -14% | -$66.6K | 0.18% | 74 |
|
|
2014
Q2 | $511K | Sell |
56,564
-3,047
| -5% | -$27.5K | 0.22% | 65 |
|
|
2014
Q1 | $517K | Buy |
59,611
+3,172
| +6% | +$27.5K | 0.25% | 58 |
|
|
2013
Q4 | $459K | Sell |
56,439
-11,876
| -17% | -$96.6K | 0.27% | 55 |
|
|
2013
Q3 | $557K | Sell |
68,315
-9,410
| -12% | -$76.7K | 0.34% | 52 |
|
|
2013
Q2 | $677K | Buy |
+77,725
| New | +$677K | 0.43% | 46 |
|