Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1170 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1057 |
|
|
2020
Q1 | – | Sell |
-28,441
| Closed | -$285K | – | 873 |
|
|
2019
Q4 | $285K | Buy |
+28,441
| New | +$285K | 0.1% | 119 |
|
|
2014
Q3 | – | Sell |
-1,510
| Closed | -$14K | – | 868 |
|
|
2014
Q2 | $14K | Buy |
+1,510
| New | +$14K | 0.01% | 448 |
|