VWA
JPS
V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,598
| Closed | -$93K | – | 235 |
|
|
2018
Q3 | $93K | Hold |
10,598
| – | – | 0.04% | 225 |
|
|
2018
Q2 | $95K | Buy |
+10,598
| New | +$95K | 0.05% | 197 |
|
|
2018
Q1 | – | Sell |
-10,487
| Closed | -$105K | – | 227 |
|
|
2017
Q4 | $105K | Buy |
+10,487
| New | +$105K | 0.05% | 199 |
|
|
2017
Q3 | – | Sell |
-4,800
| Closed | -$49K | – | 742 |
|
|
2017
Q2 | $49K | Buy |
+4,800
| New | +$49K | 0.02% | 324 |
|