Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-617
| Closed | -$14K | – | 311 |
|
|
2019
Q3 | $14K | Hold |
617
| – | – | 0.01% | 250 |
|
|
2019
Q2 | $14K | Hold |
617
| – | – | 0.01% | 251 |
|
|
2019
Q1 | $14K | Hold |
617
| – | – | 0.01% | 249 |
|
|
2018
Q4 | $12K | Hold |
617
| – | – | 0.01% | 229 |
|
|
2018
Q3 | $14K | Hold |
617
| – | – | 0.01% | 225 |
|
|
2018
Q2 | $14K | Hold |
617
| – | – | 0.01% | 215 |
|
|
2018
Q1 | $14K | Buy |
+617
| New | +$14K | 0.01% | 211 |
|