Melfa Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-45,781
Closed -$282K 145
2023
Q3
$282K Buy
45,781
+59
+0.1% +$375 0.31% 78
2023
Q2
$292K Buy
45,722
+3,847
+9% +$24.4K 0.3% 78
2023
Q1
$271K Hold
41,875
0.27% 90
2022
Q4
$285K Buy
+41,875
New +$286K 0.3% 86

Other funds holding JPS

Melfa Wealth Management's JPS Position: Q4 2023 in Review

Melfa Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 45,781 shares — an estimated $282K sold.

Melfa Wealth Management first reported a position in JPS in Q4 2022 and held it in 4 quarters. The position peaked at $292K in Q2 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Melfa Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Melfa Wealth Management sold 45,781 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $282K.
  • Melfa Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 4 quarters.
  • Melfa Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $292K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Melfa Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.