WealthBridge Capital 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-11,930
| Closed | -$120K | – | 139 |
|
2019
Q4 | $120K | Buy |
11,930
+81
| +0.7% | +$815 | 0.08% | 123 |
|
2019
Q3 | $117K | Buy |
11,849
+256
| +2% | +$2.53K | 0.08% | 120 |
|
2019
Q2 | $96K | Sell |
11,593
-144
| -1% | -$1.19K | 0.09% | 109 |
|
2019
Q1 | $109K | Buy |
11,737
+144
| +1% | +$1.34K | 0.07% | 178 |
|
2018
Q4 | $96K | Buy |
+11,593
| New | +$96K | 0.07% | 166 |
|