RWP
JPS
Ridgecrest Wealth Partners’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 |
-10,000
| Closed | -$61.7K | – | 105 |
|
|
2023
Q3 | $61.7K | Hold |
10,000
| – | – | 0.04% | 94 |
|
|
2023
Q2 | $63.8K | Hold |
10,000
| – | – | 0.04% | 100 |
|
|
2023
Q1 | $64.6K | Hold |
10,000
| – | – | 0.05% | 95 |
|
|
2022
Q4 | $68K | Hold |
10,000
| – | – | 0.05% | 93 |
|
|
2022
Q3 | $66K | Hold |
10,000
| – | – | 0.05% | 95 |
|
|
2022
Q2 | $73K | Hold |
10,000
| – | – | 0.05% | 103 |
|
|
2022
Q1 | $84K | Hold |
10,000
| – | – | 0.05% | 105 |
|
|
2021
Q4 | $97K | Buy |
+10,000
| New | +$97K | 0.05% | 118 |
|