Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,014
| Closed | -$9K | – | 1102 |
|
|
2020
Q3 | $9K | Buy |
1,014
+17
| +2% | +$151 | 0.01% | 543 |
|
|
2020
Q2 | $9K | Sell |
997
-979
| -50% | -$8.84K | 0.01% | 523 |
|
|
2020
Q1 | $14K | Buy |
1,976
+1,349
| +215% | +$9.56K | 0.01% | 419 |
|
|
2019
Q4 | $6K | Hold |
627
| – | – | ﹤0.01% | 653 |
|
|
2019
Q3 | $6K | Hold |
627
| – | – | 0.01% | 619 |
|
|
2019
Q2 | $6K | Buy |
+627
| New | +$6K | 0.01% | 643 |
|