Avior Wealth Management’s Nuveen Preferred and Income Fund JPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-430
| Closed | -$7K | – | 1347 |
|
|
2022
Q3 | $7K | Buy |
430
+9
| +2% | +$147 | ﹤0.01% | 908 |
|
|
2022
Q2 | $8K | Buy |
421
+8
| +2% | +$152 | ﹤0.01% | 810 |
|
|
2022
Q1 | $8K | Buy |
413
+4
| +1% | +$77 | ﹤0.01% | 866 |
|
|
2021
Q4 | $10K | Buy |
409
+8
| +2% | +$196 | ﹤0.01% | 812 |
|
|
2021
Q3 | $10K | Buy |
+401
| New | +$10K | ﹤0.01% | 768 |
|