Creative Planning’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 |
-35,629
| Closed | -$612K | – | 2867 |
|
|
2023
Q3 | $612K | Buy |
+35,629
| New | +$612K | ﹤0.01% | 1430 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$5K | – | 2760 |
|
|
2017
Q2 | $5K | Sell |
200
-520
| -72% | -$13K | ﹤0.01% | 3932 |
|
|
2017
Q1 | $17K | Buy |
+720
| New | +$17K | ﹤0.01% | 3194 |
|
|
2016
Q4 | – | Sell |
-4,023
| Closed | -$99K | – | 4514 |
|
|
2016
Q3 | $99K | Buy |
+4,023
| New | +$99K | ﹤0.01% | 1839 |
|