AWM
JPT

Avior Wealth Management’s Nuveen Preferred and Income Fund JPT Stock Holding History

Avior Wealth Management’s Portfolio JPT Stock Details JPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-430
Closed -$7K – 1347
2022
Q3 		$7K Buy
430
+9
+2% +$174 ﹤0.01% 908
2022
Q2 		$8K Buy
421
+8
+2% +$160 ﹤0.01% 810
2022
Q1 		$8K Buy
413
+4
+1% +$92 ﹤0.01% 866
2021
Q4 		$10K Buy
409
+8
+2% +$197 ﹤0.01% 812
2021
Q3 		$10K Buy
+401
New +$10.1K ﹤0.01% 768

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