Avior 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
2022
Q2
Sell
-1,200
Closed -$26K 1157
2022
Q1
$26K Hold
1,200
﹤0.01% 676
2021
Q4
$31K Hold
1,200
﹤0.01% 636
2021
Q3
$29K Hold
1,200
﹤0.01% 614
2021
Q2
$30K Buy
+1,200
New +$30K ﹤0.01% 592