LFAS
JPS
Level Four Advisory Services’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 |
-19,031
| Closed | -$117K | – | 857 |
|
|
2023
Q3 | $117K | Sell |
19,031
-1,932
| -9% | -$11.9K | 0.01% | 712 |
|
|
2023
Q2 | $134K | Hold |
20,963
| – | – | 0.01% | 768 |
|
|
2023
Q1 | $135K | Buy |
20,963
+3,000
| +17% | +$19.4K | 0.01% | 723 |
|
|
2022
Q4 | $122K | Buy |
17,963
+5,912
| +49% | +$40.2K | 0.01% | 637 |
|
|
2022
Q3 | $79K | Hold |
12,051
| – | – | 0.01% | 527 |
|
|
2022
Q2 | $87K | Sell |
12,051
-3,000
| -20% | -$21.7K | 0.01% | 538 |
|
|
2022
Q1 | $126K | Hold |
15,051
| – | – | 0.01% | 624 |
|
|
2021
Q4 | $146K | Buy |
15,051
+3,000
| +25% | +$29.1K | 0.01% | 627 |
|
|
2021
Q3 | $118K | Sell |
12,051
-477
| -4% | -$4.67K | 0.01% | 455 |
|
|
2021
Q2 | $125K | Hold |
12,528
| – | – | 0.01% | 631 |
|
|
2021
Q1 | $122K | Buy |
+12,528
| New | +$122K | 0.01% | 620 |
|