WP
JPS

WealthPLAN Partners’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

WealthPLAN Partners’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,094
Closed -$91K – 275
2018
Q3 		$91K Sell
11,094
-18,088
-62% -$148K 0.02% 246
2018
Q2 		$257K Buy
29,182
+10,620
+57% +$93.5K 0.05% 209
2018
Q1 		$182K Buy
+18,562
New +$182K 0.04% 256