High Net Worth Advisory Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,260
| Closed | -$49.4K | – | 619 |
|
|
2022
Q4 | $49.4K | Sell |
7,260
-5,000
| -41% | -$34K | 0.02% | 327 |
|
|
2022
Q3 | $81K | Hold |
12,260
| – | – | 0.03% | 259 |
|
|
2022
Q2 | $89K | Sell |
12,260
-1,000
| -8% | -$7.26K | 0.04% | 255 |
|
|
2022
Q1 | $111K | Buy |
13,260
+6,500
| +96% | +$54.4K | 0.04% | 235 |
|
|
2021
Q4 | $66K | Buy |
+6,760
| New | +$66K | 0.02% | 314 |
|