WS
JPS
Wela Strategies’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-145,690
| Closed | -$899K | – | 51 |
|
|
2023
Q3 | $899K | Buy |
+145,690
| New | +$899K | 0.54% | 25 |
|
|
2023
Q2 | – | Sell |
-130,173
| Closed | -$841K | – | 46 |
|
|
2023
Q1 | $841K | Buy |
130,173
+32
| +0% | +$207 | 0.45% | 25 |
|
|
2022
Q4 | $885K | Buy |
130,141
+9,530
| +8% | +$64.8K | 0.5% | 24 |
|
|
2022
Q3 | $792K | Buy |
+120,611
| New | +$792K | 0.54% | 24 |
|