Beacon Capital Management LLC (Tennessee)’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.5K | Hold |
2,379
| – | – | 0.01% | 334 |
|
|
2025
Q1 | $46.8K | Hold |
2,379
| – | – | 0.01% | 324 |
|
|
2024
Q4 | $46.6K | Hold |
2,379
| – | – | 0.01% | 314 |
|
|
2024
Q3 | $49.5K | Sell |
2,379
-5,625
| -70% | -$117K | 0.01% | 327 |
|
|
2024
Q2 | $156K | Hold |
8,004
| – | – | 0.03% | 124 |
|
|
2024
Q1 | $154K | Sell |
8,004
-2
| -0% | -$38 | 0.03% | 126 |
|
|
2023
Q4 | $137K | Sell |
8,006
-19
| -0.2% | -$326 | 0.04% | 118 |
|
|
2023
Q3 | $135K | Hold |
8,025
| – | – | 0.04% | 122 |
|
|
2023
Q2 | $135K | Hold |
8,025
| – | – | 0.04% | 122 |
|
|
2023
Q1 | $141K | Hold |
8,025
| – | – | 0.04% | 106 |
|
|
2022
Q4 | $149K | Hold |
8,025
| – | – | 0.05% | 113 |
|
|
2022
Q3 | $154K | Hold |
8,025
| – | – | 0.05% | 102 |
|
|
2022
Q2 | $177K | Hold |
8,025
| – | – | 0.04% | 107 |
|
|
2022
Q1 | $177K | Buy |
+8,025
| New | +$177K | 0.04% | 107 |
|