Laidlaw Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,950
| Closed | -$79K | – | 390 |
|
|
2022
Q3 | $79K | Hold |
11,950
| – | – | 0.02% | 318 |
|
|
2022
Q2 | $87K | Hold |
11,950
| – | – | 0.02% | 365 |
|
|
2022
Q1 | $100K | Hold |
11,950
| – | – | 0.02% | 384 |
|
|
2021
Q4 | $116K | Hold |
11,950
| – | – | 0.02% | 383 |
|
|
2021
Q3 | $117K | Hold |
11,950
| – | – | 0.03% | 242 |
|
|
2021
Q2 | $119K | Hold |
11,950
| – | – | 0.03% | 259 |
|
|
2021
Q1 | $116K | Sell |
11,950
-2,500
| -17% | -$24.3K | 0.04% | 212 |
|
|
2020
Q4 | $141K | Buy |
+14,450
| New | +$141K | 0.03% | 339 |
|