AOWM
Alpha Omega Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-284
| Closed | -$7K | – | 398 |
|
|
2019
Q2 | $7K | Hold |
284
| – | – | ﹤0.01% | 476 |
|
|
2019
Q1 | $6K | Hold |
284
| – | – | ﹤0.01% | 468 |
|
|
2018
Q4 | $6K | Hold |
284
| – | – | ﹤0.01% | 409 |
|
|
2018
Q3 | $6K | Hold |
284
| – | – | ﹤0.01% | 413 |
|
|
2018
Q2 | $7K | Hold |
284
| – | – | ﹤0.01% | 406 |
|
|
2018
Q1 | $7K | Hold |
284
| – | – | ﹤0.01% | 372 |
|
|
2017
Q4 | $7K | Buy |
+284
| New | +$7K | ﹤0.01% | 367 |
|