PWPS
JPS

Pinnacle Wealth Planning Services’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Pinnacle Wealth Planning Services’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
-12,867
Closed -$79.4K – 518
2023
Q3 		$79.4K Buy
12,867
+1,170
+10% +$7.22K 0.01% 428
2023
Q2 		$74.6K Buy
+11,697
New +$74.6K 0.01% 440
2021
Q1 		– Sell
-3,412
Closed -$33K – 2111
2020
Q4 		$33K Buy
+3,412
New +$33K 0.01% 969