RDIA
JPS
RE Dickinson Investment Advisors’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 |
-4,763
| Closed | -$29K | – | 291 |
|
2023
Q3 | $29K | Hold |
4,763
| – | – | 0.02% | 105 |
|
2023
Q2 | $30K | Hold |
4,763
| – | – | 0.01% | 185 |
|
2023
Q1 | $31K | Sell |
4,763
-1,340
| -22% | -$8.72K | 0.01% | 188 |
|
2022
Q4 | $42K | Buy |
+6,103
| New | +$42K | 0.02% | 156 |
|
2022
Q3 | – | Sell |
-5,810
| Closed | -$42 | – | 299 |
|
2022
Q2 | $42 | Buy |
+5,810
| New | +$42 | 0.01% | 87 |
|
2022
Q1 | – | Sell |
-5,810
| Closed | -$56K | – | 326 |
|
2021
Q4 | $56K | Buy |
+5,810
| New | +$56K | 0.04% | 79 |
|