Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-101
| Closed | -$1K | – | 1865 |
|
|
2021
Q1 | $1K | Sell |
101
-3,551
| -97% | -$35.2K | ﹤0.01% | 1876 |
|
|
2020
Q4 | $36K | Buy |
3,652
+400
| +12% | +$3.94K | ﹤0.01% | 868 |
|
|
2020
Q3 | $29K | Buy |
3,252
+552
| +20% | +$4.92K | ﹤0.01% | 799 |
|
|
2020
Q2 | $23K | Buy |
2,700
+1,564
| +138% | +$13.3K | ﹤0.01% | 960 |
|
|
2020
Q1 | $9K | Buy |
+1,136
| New | +$9K | ﹤0.01% | 1104 |
|