Simplicity Solutions’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-66,712
| Closed | -$564K | – | 967 |
|
|
2020
Q2 | $564K | Buy |
66,712
+16,238
| +32% | +$137K | 0.01% | 614 |
|
|
2020
Q1 | $366K | Sell |
50,474
-31,195
| -38% | -$226K | 0.01% | 567 |
|
|
2019
Q4 | $819K | Buy |
81,669
+50,125
| +159% | +$503K | 0.02% | 430 |
|
|
2019
Q3 | $311K | Buy |
+31,544
| New | +$311K | 0.01% | 539 |
|
|
2019
Q1 | – | Sell |
-12,407
| Closed | -$103K | – | 813 |
|
|
2018
Q4 | $103K | Buy |
+12,407
| New | +$103K | 0.01% | 588 |
|
|
2018
Q1 | – | Sell |
-10,000
| Closed | -$102K | – | 410 |
|
|
2017
Q4 | $102K | Buy |
+10,000
| New | +$102K | 0.01% | 360 |
|