Carson Wealth (CWM LLC)’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-500
| Closed | -$8K | – | 4335 |
|
|
2023
Q2 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 3205 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | – | – | 3668 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3546 |
|
|
2021
Q2 | $5K | Hold |
205
| – | – | ﹤0.01% | 2348 |
|
|
2021
Q1 | $5K | Hold |
205
| – | – | ﹤0.01% | 2348 |
|
|
2020
Q4 | $5K | Hold |
205
| – | – | ﹤0.01% | 2348 |
|
|
2020
Q3 | $5K | Hold |
205
| – | – | ﹤0.01% | 2348 |
|
|
2020
Q2 | $5K | Hold |
205
| – | – | ﹤0.01% | 2348 |
|
|
2020
Q1 | $5K | Hold |
205
| – | – | ﹤0.01% | 2348 |
|
|
2019
Q4 | $5K | Hold |
205
| – | – | ﹤0.01% | 2348 |
|
|
2019
Q3 | $5K | Hold |
205
| – | – | ﹤0.01% | 2348 |
|
|
2019
Q2 | $5K | Hold |
205
| – | – | ﹤0.01% | 2348 |
|
|
2019
Q1 | $5K | Sell |
205
-1,758
| -90% | -$42.9K | ﹤0.01% | 2348 |
|
|
2018
Q4 | $40K | Buy |
+1,963
| New | +$40K | ﹤0.01% | 924 |
|