Concord Wealth Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q4 | $199K | Buy |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $183K | Buy |
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|
2023
Q4 | $172K | Buy |
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|
2023
Q3 | $158K | Buy |
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|
2023
Q2 | $152K | Buy |
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|
2023
Q1 | $157K | Buy |
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|
2022
Q4 | $163K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $161K | Buy |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $211K | Buy |
|