CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

CAPTRUST Financial Advisors’s Portfolio JPI Stock Details JPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,013
Closed -$202K – 2609
2023
Q2 		$202K Sell
12,013
-900
-7% -$15.1K ﹤0.01% 2260
2023
Q1 		$228K Buy
+12,913
New +$228K ﹤0.01% 1964