Golden State Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,760
| Closed | -$13K | – | 962 |
|
2020
Q1 | $13K | Buy |
+1,760
| New | +$13K | 0.01% | 578 |
|
2019
Q4 | – | Sell |
-13,652
| Closed | -$134K | – | 1012 |
|
2019
Q3 | $134K | Buy |
13,652
+74
| +0.5% | +$726 | 0.04% | 268 |
|
2019
Q2 | $128K | Buy |
13,578
+237
| +2% | +$2.23K | 0.04% | 298 |
|
2019
Q1 | $120K | Buy |
+13,341
| New | +$120K | 0.04% | 297 |
|