Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,755
| Closed | -$81.6K | – | 1252 |
|
|
2023
Q3 | $81.6K | Hold |
4,755
| – | – | ﹤0.01% | 756 |
|
|
2023
Q2 | $79.8K | Hold |
4,755
| – | – | 0.01% | 707 |
|
|
2023
Q1 | $83.8K | Hold |
4,755
| – | – | 0.01% | 632 |
|
|
2022
Q4 | $88.3K | Buy |
+4,755
| New | +$88.3K | 0.01% | 612 |
|
|
2021
Q1 | – | Sell |
-24,661
| Closed | -$607K | – | 370 |
|
|
2020
Q4 | $607K | Buy |
24,661
+20,481
| +490% | +$504K | 0.12% | 161 |
|
|
2020
Q3 | $92K | Buy |
+4,180
| New | +$92K | 0.02% | 392 |
|