KWM
JPS
Kolinsky Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,286
| Closed | -$63.5K | – | 147 |
|
|
2023
Q3 | $63.5K | Sell |
10,286
-1,024
| -9% | -$6.32K | 0.06% | 129 |
|
|
2023
Q2 | $71.8K | Buy |
11,310
+18
| +0.2% | +$114 | 0.07% | 134 |
|
|
2023
Q1 | $73K | Buy |
+11,292
| New | +$73K | 0.08% | 124 |
|
|
2022
Q4 | – | Sell |
-12,296
| Closed | -$81K | – | 137 |
|
|
2022
Q3 | $81K | Hold |
12,296
| – | – | 0.1% | 111 |
|
|
2022
Q2 | $89K | Hold |
12,296
| – | – | 0.11% | 117 |
|
|
2022
Q1 | $103K | Hold |
12,296
| – | – | 0.1% | 132 |
|
|
2021
Q4 | $120K | Buy |
+12,296
| New | +$120K | 0.11% | 142 |
|