JPLA
JPS
Joseph P. Lucia & Associates’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$15K | – | 586 |
|
|
2021
Q3 | $15K | Hold |
1,500
| – | – | 0.01% | 345 |
|
|
2021
Q2 | $15K | Hold |
1,500
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $15K | Hold |
1,500
| – | – | 0.01% | 325 |
|
|
2020
Q4 | $15K | Buy |
+1,500
| New | +$15K | 0.01% | 301 |
|
|
2020
Q3 | – | Sell |
-1,500
| Closed | -$13K | – | 486 |
|
|
2020
Q2 | $13K | Hold |
1,500
| – | – | 0.01% | 293 |
|
|
2020
Q1 | $11K | Hold |
1,500
| – | – | 0.01% | 283 |
|
|
2019
Q4 | $15K | Sell |
1,500
-750
| -33% | -$7.5K | 0.01% | 277 |
|
|
2019
Q3 | $22K | Hold |
2,250
| – | – | 0.02% | 236 |
|
|
2019
Q2 | $21K | Buy |
+2,250
| New | +$21K | 0.02% | 241 |
|