Spire Wealth Management’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 |
-29,070
| Closed | -$179K | – | 2499 |
|
|
2023
Q3 | $179K | Buy |
29,070
+377
| +1% | +$2.33K | 0.01% | 744 |
|
|
2023
Q2 | $183K | Buy |
28,693
+382
| +1% | +$2.44K | 0.01% | 751 |
|
|
2023
Q1 | $183K | Buy |
28,311
+4,277
| +18% | +$27.6K | 0.01% | 752 |
|
|
2022
Q4 | $163K | Buy |
24,034
+672
| +3% | +$4.56K | 0.01% | 603 |
|
|
2022
Q3 | $153K | Sell |
23,362
-7,877
| -25% | -$51.6K | 0.01% | 595 |
|
|
2022
Q2 | $227K | Sell |
31,239
-54,232
| -63% | -$394K | 0.01% | 717 |
|
|
2022
Q1 | $718K | Sell |
85,471
-126
| -0.1% | -$1.06K | 0.02% | 472 |
|
|
2021
Q4 | $832K | Sell |
85,597
-406
| -0.5% | -$3.95K | 0.02% | 526 |
|
|
2021
Q3 | $843K | Buy |
86,003
+1,975
| +2% | +$19.4K | 0.02% | 452 |
|
|
2021
Q2 | $837K | Sell |
84,028
-12,003
| -12% | -$120K | 0.02% | 476 |
|
|
2021
Q1 | $933K | Buy |
+96,031
| New | +$933K | 0.02% | 465 |
|