Advisornet Financial’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9K | Hold |
666
| – | – | ﹤0.01% | 1364 |
|
|
2025
Q1 | $13.1K | Sell |
666
-333
| -33% | -$6.55K | ﹤0.01% | 1313 |
|
|
2024
Q4 | $19.6K | Hold |
999
| – | – | ﹤0.01% | 1131 |
|
|
2024
Q3 | $20.8K | Hold |
999
| – | – | ﹤0.01% | 1176 |
|
|
2024
Q2 | $19.4K | Hold |
999
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q1 | $19.2K | Hold |
999
| – | – | ﹤0.01% | 1082 |
|
|
2023
Q4 | $18.3K | Hold |
999
| – | – | ﹤0.01% | 1112 |
|
|
2023
Q3 | $17.2K | Sell |
999
-1
| -0.1% | -$17 | ﹤0.01% | 1077 |
|
|
2023
Q2 | $16.8K | Buy |
+1,000
| New | +$16.8K | ﹤0.01% | 1161 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$18K | – | 1837 |
|
|
2020
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q4 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 1099 |
|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$35K | – | 1549 |
|
|
2018
Q2 | $35K | Hold |
1,500
| – | – | ﹤0.01% | 809 |
|
|
2018
Q1 | $36K | Buy |
1,500
+500
| +50% | +$12K | 0.01% | 785 |
|
|
2017
Q4 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 817 |
|