Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-347,244
| Closed | -$2.23M | – | 602 |
|
|
2023
Q2 | $2.23M | Buy |
347,244
+167,244
| +93% | +$1.07M | 0.12% | 190 |
|
|
2023
Q1 | $1.16M | Buy |
180,000
+28,030
| +18% | +$181K | 0.09% | 270 |
|
|
2022
Q4 | $1.03M | Buy |
+151,970
| New | +$1.03M | 0.07% | 311 |
|
|
2021
Q2 | – | Sell |
-265
| Closed | -$3K | – | 2965 |
|
|
2021
Q1 | $3K | Buy |
265
+25
| +10% | +$283 | ﹤0.01% | 2779 |
|
|
2020
Q4 | $2K | Buy |
240
+86
| +56% | +$717 | ﹤0.01% | 2513 |
|
|
2020
Q3 | $1K | Sell |
154
-12
| -7% | -$78 | ﹤0.01% | 2466 |
|
|
2020
Q2 | $1K | Buy |
166
+19
| +13% | +$114 | ﹤0.01% | 2406 |
|
|
2020
Q1 | $1K | Sell |
147
-11,349
| -99% | -$77.2K | ﹤0.01% | 2357 |
|
|
2019
Q4 | $115K | Buy |
11,496
+2,317
| +25% | +$23.2K | 0.01% | 876 |
|
|
2019
Q3 | $90K | Buy |
+9,179
| New | +$90K | 0.01% | 859 |
|