9258 Wealth Management, LLC Nuveen Preferred & Income Securities Fund Transaction History

9258 Wealth Management, LLC

$641 Million
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	BUY	$7.0 - $8.6 $945 - $1,161	135 Added 1.09%	12,483 $91,000
Q1 2022 May 13, 2022	BUY	$7.88 - $9.73 $1,008 - $1,245	128 Added 1.05%	12,348 $104,000
Q4 2021 Feb 11, 2022	BUY	$9.23 - $9.94 $2,095 - $2,256	227 Added 1.89%	12,220 $119,000
Q3 2021 Nov 12, 2021	BUY	$9.79 - $10.06 $1,585 - $1,629	162 Added 1.37%	11,993 $118,000
Q2 2021 Aug 13, 2021	BUY	$9.65 - $9.98 $1,572 - $1,626	163 Added 1.4%	11,831 $118,000
Q1 2021 May 11, 2021	BUY	$9.13 - $9.72 $1,022 - $1,088	112 Added 0.97%	11,668 $113,000
Q4 2020 Feb 10, 2021	BUY	$8.69 - $9.73 $1,468 - $1,644	169 Added 1.48%	11,556 $112,000
Q3 2020 Nov 13, 2020	BUY	$8.43 - $9.23 $1,938 - $2,122	230 Added 2.06%	11,387 $100,000
Q2 2020 Aug 13, 2020	BUY	$6.61 - $8.96 $793 - $1,075	120 Added 1.09%	11,157 $94,000
Q1 2020 May 05, 2020	BUY	$4.92 - $10.44 $920 - $1,952	187 Added 1.72%	11,037 $89,000
Q4 2019 Feb 06, 2020	BUY	$9.89 - $10.3 $2,116 - $2,204	214 Added 2.01%	10,850 $109,000
Q3 2019 Nov 07, 2019	BUY	$9.45 - $9.97 $1,540 - $1,625	163 Added 1.56%	10,636 $105,000
Q2 2019 Aug 07, 2019	BUY	$9.03 - $9.5 $1,508 - $1,586	167 Added 1.62%	10,473 $99,000
Q1 2019 May 07, 2019	BUY	$8.25 - $9.17 $924 - $1,027	112 Added 1.1%	10,306 $93,000
Q4 2018 Feb 12, 2019	BUY	$7.46 - $8.69 $76,047 - $88,585	10,194 New	10,194 $84,000

Others Institutions Holding JPS

# of Institutions

15

Shares Held

728K

Call Options Held

0

Put Options Held

0

About Nuveen Preferred & Income Securities Fund

Ticker JPS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Preferred Securities Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Spectrum Asset Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade preferred debt securities, conve...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.