CWP
Concord Wealth Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
10,605
+260
| +3% | +$5.41K | 0.03% | 193 |
|
|
2025
Q1 | $203K | Buy |
10,345
+203
| +2% | +$3.99K | 0.03% | 192 |
|
|
2024
Q4 | $199K | Buy |
10,142
+323
| +3% | +$6.33K | 0.03% | 198 |
|
|
2024
Q3 | $204K | Buy |
9,819
+145
| +1% | +$3.02K | 0.03% | 200 |
|
|
2024
Q2 | $188K | Buy |
9,674
+147
| +2% | +$2.86K | 0.03% | 200 |
|
|
2024
Q1 | $183K | Buy |
9,527
+98
| +1% | +$1.89K | 0.03% | 214 |
|
|
2023
Q4 | $172K | Buy |
9,429
+211
| +2% | +$3.86K | 0.03% | 216 |
|
|
2023
Q3 | $158K | Buy |
9,218
+155
| +2% | +$2.66K | 0.03% | 217 |
|
|
2023
Q2 | $152K | Buy |
9,063
+164
| +2% | +$2.75K | 0.03% | 221 |
|
|
2023
Q1 | $157K | Buy |
8,899
+103
| +1% | +$1.82K | 0.04% | 193 |
|
|
2022
Q4 | $163K | Buy |
+8,796
| New | +$163K | 0.05% | 180 |
|
|
2022
Q3 | – | Sell |
-8,395
| Closed | -$161K | – | 668 |
|
|
2022
Q2 | $161K | Buy |
8,395
+153
| +2% | +$2.93K | 0.04% | 188 |
|
|
2022
Q1 | $181K | Buy |
8,242
+92
| +1% | +$2.02K | 0.05% | 193 |
|
|
2021
Q4 | $211K | Buy |
+8,150
| New | +$211K | 0.05% | 179 |
|