PWM
JPS

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

Perigon Wealth Management’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,464
Closed -$89.2K – 877
2023
Q3 		$89.2K Hold
14,464
– – ﹤0.01% 760
2023
Q2 		$92.3K Sell
14,464
-750
-5% -$4.79K ﹤0.01% 758
2023
Q1 		$98.3K Hold
15,214
– – 0.01% 683
2022
Q4 		$103K Buy
+15,214
New +$103K 0.01% 672