IFP 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
Q1 | – | Sell |
-14,428
| Closed | -$138K | – | 4577 |
|
|
2022
Q4 | $138K | Sell |
14,428
-698
| -5% | -$6.68K | ﹤0.01% | 1563 |
|
|
2022
Q3 | $143K | Buy |
15,126
+2,113
| +16% | +$20K | ﹤0.01% | 1624 |
|
|
2022
Q2 | $124K | Hold |
13,013
| – | – | ﹤0.01% | 1554 |
|
|
2022
Q1 | $124K | Buy |
+13,013
| New | +$124K | ﹤0.01% | 1554 |
|
|
2019
Q1 | $43K | Sell |
4,779
-7,270
| -60% | -$65.4K | 0.01% | 1033 |
|
|
2018
Q4 | $100K | Buy |
12,049
+1,688
| +16% | +$14K | 0.01% | 1193 |
|
|
2018
Q3 | $91K | Buy |
10,361
+1,912
| +23% | +$16.8K | ﹤0.01% | 1535 |
|
|
2018
Q2 | $74K | Sell |
8,449
-902
| -10% | -$7.9K | ﹤0.01% | 1663 |
|
|
2018
Q1 | $95K | Hold |
9,351
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q4 | $95K | Sell |
9,351
-74,892
| -89% | -$761K | ﹤0.01% | 1415 |
|
|
2017
Q3 | $877K | Sell |
84,243
-500
| -0.6% | -$5.21K | 0.03% | 476 |
|
|
2017
Q2 | $867K | Sell |
84,743
-9,210
| -10% | -$94.2K | 0.04% | 472 |
|
|
2017
Q1 | $896K | Hold |
93,953
| – | – | 0.04% | 453 |
|
|
2016
Q4 | $875K | Sell |
93,953
-5,152
| -5% | -$48K | 0.04% | 424 |
|
|
2016
Q3 | $950K | Sell |
99,105
-9,124
| -8% | -$87.5K | 0.05% | 374 |
|
|
2016
Q2 | $1M | Buy |
108,229
+103,450
| +2,165% | +$957K | 0.06% | 355 |
|
|
2016
Q1 | $43K | Sell |
4,779
-36,747
| -88% | -$331K | 0.01% | 1033 |
|
|
2015
Q4 | $378K | Buy |
+41,526
| New | +$378K | 0.03% | 570 |
|