Allworth 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 | $33.7K | Buy |
1,622
+22
| +1% | +$458 | ﹤0.01% | 2180 |
|
|
2025
Q1 | $31.9K | Buy |
1,600
+32
| +2% | +$639 | ﹤0.01% | 1781 |
|
|
2024
Q4 | $31.5K | Buy |
1,568
+340
| +28% | +$6.82K | ﹤0.01% | 1812 |
|
|
2024
Q3 | $25.6K | Buy |
1,228
+12
| +1% | +$250 | ﹤0.01% | 1751 |
|
|
2024
Q2 | $24.1K | Buy |
1,216
+24
| +2% | +$476 | ﹤0.01% | 1763 |
|
|
2024
Q1 | $22.9K | Buy |
1,192
+19
| +2% | +$365 | ﹤0.01% | 1695 |
|
|
2023
Q4 | $21.4K | Buy |
1,173
+20
| +2% | +$366 | ﹤0.01% | 1605 |
|
|
2023
Q3 | $19.8K | Sell |
1,153
-181
| -14% | -$3.11K | ﹤0.01% | 1520 |
|
|
2023
Q2 | $22.4K | Buy |
+1,334
| New | +$22.4K | ﹤0.01% | 1471 |
|