BRWA
JPT

B. Riley Wealth Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History

B. Riley Wealth Advisors’s Portfolio JPT Stock Details JPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-18,175
Closed -$447K – 1528
2021
Q4 		$447K Buy
18,175
+4,751
+35% +$117K 0.01% 881
2021
Q3 		$335K Buy
13,424
+1,818
+16% +$45.4K 0.01% 987
2021
Q2 		$291K Buy
+11,606
New +$291K 0.01% 1037