SWM
JPS
Sugarloaf 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
Q2 | – | Sell |
-773
| Closed | -$4.99K | – | 726 |
|
|
2023
Q1 | $4.99K | Hold |
773
| – | – | ﹤0.01% | 547 |
|
|
2022
Q4 | $5.26K | Buy |
+773
| New | +$5.26K | ﹤0.01% | 575 |
|
|
2022
Q2 | – | Sell |
-554
| Closed | -$5K | – | 841 |
|
|
2022
Q1 | $5K | Hold |
554
| – | – | ﹤0.01% | 569 |
|
|
2021
Q4 | $5K | Hold |
554
| – | – | ﹤0.01% | 598 |
|
|
2021
Q3 | $5K | Hold |
554
| – | – | ﹤0.01% | 612 |
|
|
2021
Q2 | $6K | Sell |
554
-100
| -15% | -$1.08K | ﹤0.01% | 582 |
|
|
2021
Q1 | $6 | Hold |
654
| – | – | ﹤0.01% | 577 |
|
|
2020
Q4 | $6K | Hold |
654
| – | – | ﹤0.01% | 541 |
|
|
2020
Q3 | $6K | Hold |
654
| – | – | ﹤0.01% | 507 |
|
|
2020
Q2 | $6K | Hold |
654
| – | – | ﹤0.01% | 507 |
|
|
2020
Q1 | $5K | Hold |
654
| – | – | ﹤0.01% | 519 |
|
|
2019
Q4 | $7K | Buy |
+654
| New | +$7K | ﹤0.01% | 503 |
|