Atlas Wealth’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$12.1M Buy
2023
Q4
Sell
2023
Q3
$8.03M Buy
2023
Q2
$6.7M Buy
2023
Q1
$4.82M Buy
2022
Q4
$1.19M Buy