JFS Wealth Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,050
| Closed | -$11K | – | 579 |
|
|
2017
Q4 | $11K | Hold |
1,050
| – | – | ﹤0.01% | 375 |
|
|
2017
Q3 | $11K | Sell |
1,050
-600
| -36% | -$6.29K | ﹤0.01% | 363 |
|
|
2017
Q2 | $17K | Buy |
1,650
+650
| +65% | +$6.7K | ﹤0.01% | 317 |
|
|
2017
Q1 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 361 |
|
|
2016
Q4 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 361 |
|