MWM
JPS
Melfa 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 |
-45,781
| Closed | -$282K | – | 145 |
|
|
2023
Q3 | $282K | Buy |
45,781
+59
| +0.1% | +$364 | 0.31% | 78 |
|
|
2023
Q2 | $292K | Buy |
45,722
+3,847
| +9% | +$24.5K | 0.3% | 78 |
|
|
2023
Q1 | $271K | Hold |
41,875
| – | – | 0.27% | 90 |
|
|
2022
Q4 | $285K | Buy |
+41,875
| New | +$285K | 0.3% | 86 |
|