Tradition Wealth Management’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
Q4 | – | Sell |
-26,347
| Closed | -$163K | – | 1394 |
|
2023
Q3 | $163K | Hold |
26,347
| – | – | 0.02% | 334 |
|
2023
Q2 | $168K | Hold |
26,347
| – | – | 0.02% | 336 |
|
2023
Q1 | $170K | Buy |
26,347
+1,000
| +4% | +$6.45K | 0.02% | 326 |
|
2022
Q4 | $172K | Buy |
25,347
+18,658
| +279% | +$127K | 0.02% | 284 |
|
2022
Q3 | $44K | Buy |
6,689
+1,000
| +18% | +$6.58K | 0.01% | 542 |
|
2022
Q2 | $41K | Buy |
+5,689
| New | +$41K | 0.01% | 496 |
|