AE Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,030
| Closed | -$208K | – | 1744 |
|
|
2021
Q4 | $208K | Buy |
+8,030
| New | +$208K | ﹤0.01% | 1590 |
|
|
2021
Q3 | – | Sell |
-8,025
| Closed | -$205K | – | 1651 |
|
|
2021
Q2 | $205K | Hold |
8,025
| – | – | ﹤0.01% | 1492 |
|
|
2021
Q1 | $201K | Buy |
+8,025
| New | +$201K | ﹤0.01% | 1402 |
|