SWA
JPS
SOA Wealth 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 |
-7,118
| Closed | -$43.9K | – | 958 |
|
|
2023
Q3 | $43.9K | Hold |
7,118
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $45.4K | Hold |
7,118
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $46K | Hold |
7,118
| – | – | 0.01% | 295 |
|
|
2022
Q4 | $48.4K | Hold |
7,118
| – | – | 0.01% | 284 |
|
|
2022
Q3 | $46K | Hold |
7,118
| – | – | 0.01% | 279 |
|
|
2022
Q2 | $51K | Sell |
7,118
-3,010
| -30% | -$21.6K | 0.02% | 262 |
|
|
2022
Q1 | $85K | Hold |
10,128
| – | – | 0.02% | 249 |
|
|
2021
Q4 | $97K | Hold |
10,128
| – | – | 0.02% | 222 |
|
|
2021
Q3 | $99K | Hold |
10,128
| – | – | 0.03% | 218 |
|
|
2021
Q2 | $100K | Hold |
10,128
| – | – | 0.03% | 215 |
|
|
2021
Q1 | $98K | Sell |
10,128
-2,658
| -21% | -$25.7K | 0.03% | 195 |
|
|
2020
Q4 | $124K | Buy |
+12,786
| New | +$124K | 0.03% | 178 |
|