WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $278K | Buy |
27,194
+6,190
| +29% | +$63.3K | 0.06% | 297 |
|
|
2017
Q1 | $200K | Sell |
21,004
-9,553
| -31% | -$91K | 0.05% | 338 |
|
|
2016
Q4 | $284K | Buy |
30,557
+34
| +0.1% | +$316 | 0.07% | 292 |
|
|
2016
Q3 | $293K | Buy |
30,523
+1,023
| +3% | +$9.82K | 0.07% | 273 |
|
|
2016
Q2 | $273K | Buy |
29,500
+20,600
| +231% | +$191K | 0.07% | 259 |
|
|
2016
Q1 | $80K | Sell |
8,900
-500
| -5% | -$4.49K | 0.02% | 537 |
|
|
2015
Q4 | $86K | Buy |
9,400
+3,900
| +71% | +$35.7K | 0.03% | 509 |
|
|
2015
Q3 | $48K | Hold |
5,500
| – | – | 0.02% | 657 |
|
|
2015
Q2 | $47K | Buy |
+5,500
| New | +$47K | 0.01% | 748 |
|