Wealthspire Advisors (New York)’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 |
-11,235
| Closed | -$109K | – | 695 |
|
|
2021
Q1 | $109K | Hold |
11,235
| – | – | ﹤0.01% | 692 |
|
|
2020
Q4 | $109K | Hold |
11,235
| – | – | ﹤0.01% | 568 |
|
|
2020
Q3 | $99K | Hold |
11,235
| – | – | 0.01% | 319 |
|
|
2020
Q2 | $95K | Hold |
11,235
| – | – | 0.01% | 271 |
|
|
2020
Q1 | $82K | Hold |
11,235
| – | – | ﹤0.01% | 525 |
|
|
2019
Q4 | $113K | Hold |
11,235
| – | – | 0.01% | 206 |
|
|
2019
Q3 | $111K | Hold |
11,235
| – | – | 0.01% | 163 |
|
|
2019
Q2 | $107K | Hold |
11,235
| – | – | 0.01% | 95 |
|
|
2019
Q1 | $101K | Sell |
11,235
-40,060
| -78% | -$360K | 0.01% | 44 |
|
|
2018
Q4 | $425K | Buy |
+51,295
| New | +$425K | 0.04% | 40 |
|