Walled Lake Planning & Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $267K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $83K | Sell |
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|
2022
Q1 | $185K | Hold |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $216K | Hold |
|
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $215K | Hold |
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|
2020
Q4 | $215K | Hold |
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|
2020
Q3 | $194K | Buy |
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|
2020
Q2 | $94K | Hold |
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|
2020
Q1 | $80K | Hold |
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|
2019
Q4 | $111K | Buy |
|