BAM
Bruderman Asset Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,700
| Closed | -$61K | – | 342 |
|
|
2019
Q1 | $61K | Hold |
2,700
| – | – | 0.01% | 245 |
|
|
2018
Q4 | $55K | Hold |
2,700
| – | – | 0.01% | 230 |
|
|
2018
Q3 | $61K | Hold |
2,700
| – | – | 0.01% | 178 |
|
|
2018
Q2 | $62K | Sell |
2,700
-5,690
| -68% | -$131K | 0.02% | 186 |
|
|
2018
Q1 | $199K | Sell |
8,390
-390
| -4% | -$9.25K | 0.05% | 123 |
|
|
2017
Q4 | $217K | Hold |
8,780
| – | – | 0.06% | 114 |
|
|
2017
Q3 | $221K | Hold |
8,780
| – | – | 0.06% | 114 |
|
|
2017
Q2 | $216K | Hold |
8,780
| – | – | 0.06% | 112 |
|
|
2017
Q1 | $211K | Hold |
8,780
| – | – | 0.06% | 108 |
|
|
2016
Q4 | $201K | Hold |
8,780
| – | – | 0.06% | 110 |
|
|
2016
Q3 | $216K | Hold |
8,780
| – | – | 0.06% | 115 |
|
|
2016
Q2 | $215K | Hold |
8,780
| – | – | 0.07% | 119 |
|
|
2016
Q1 | $206K | Hold |
8,780
| – | – | 0.07% | 118 |
|
|
2015
Q4 | $200K | Hold |
8,780
| – | – | 0.08% | 117 |
|
|
2015
Q3 | $192K | Sell |
8,780
-1,600
| -15% | -$35K | 0.08% | 108 |
|
|
2015
Q2 | $231K | Hold |
10,380
| – | – | 0.09% | 101 |
|
|
2015
Q1 | $243K | Buy |
+10,380
| New | +$243K | 0.09% | 98 |
|