Beacon Capital Management LLC (Tennessee)’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.5K | Hold |
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|
2025
Q1 | $46.8K | Hold |
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|
2024
Q4 | $46.6K | Hold |
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|
2024
Q3 | $49.5K | Sell |
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|
2024
Q2 | $156K | Hold |
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|
2024
Q1 | $154K | Sell |
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|
2023
Q4 | $137K | Sell |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $135K | Hold |
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|
2023
Q1 | $141K | Hold |
|
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|
2022
Q4 | $149K | Hold |
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|
2022
Q3 | $154K | Hold |
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|
2022
Q2 | $177K | Hold |
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|
2022
Q1 | $177K | Buy |
|