Western Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,852
| Closed | -$129K | – | 717 |
|
|
2023
Q3 | $129K | Buy |
20,852
+977
| +5% | +$6.03K | 0.01% | 631 |
|
|
2023
Q2 | $127K | Sell |
19,875
-1,100
| -5% | -$7.02K | 0.01% | 624 |
|
|
2023
Q1 | $135K | Sell |
20,975
-500
| -2% | -$3.23K | 0.01% | 615 |
|
|
2022
Q4 | $146K | Sell |
21,475
-2,975
| -12% | -$20.2K | 0.01% | 583 |
|
|
2022
Q3 | $165K | Sell |
24,450
-400
| -2% | -$2.7K | 0.01% | 765 |
|
|
2022
Q2 | $183K | Hold |
24,850
| – | – | 0.01% | 745 |
|
|
2022
Q1 | $209K | Buy |
+24,850
| New | +$209K | 0.01% | 784 |
|
|
2021
Q2 | $112K | Hold |
11,200
| – | – | 0.01% | 614 |
|
|
2021
Q1 | $109K | Buy |
+11,200
| New | +$109K | 0.01% | 509 |
|
|
2019
Q4 | – | Sell |
-11,500
| Closed | -$113K | – | 426 |
|
|
2019
Q3 | $113K | Buy |
+11,500
| New | +$113K | 0.02% | 386 |
|