DWP
Daymark 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 | $237K | Hold |
11,391
| – | – | 0.01% | 506 |
|
|
2025
Q1 | $224K | Hold |
11,391
| – | – | 0.01% | 472 |
|
|
2024
Q4 | $223K | Hold |
11,391
| – | – | 0.01% | 463 |
|
|
2024
Q3 | $237K | Sell |
11,391
-1,557
| -12% | -$32.4K | 0.01% | 474 |
|
|
2024
Q2 | $252K | Hold |
12,948
| – | – | 0.01% | 435 |
|
|
2024
Q1 | $249K | Hold |
12,948
| – | – | 0.01% | 378 |
|
|
2023
Q4 | $237K | Hold |
12,948
| – | – | 0.01% | 358 |
|
|
2023
Q3 | $222K | Sell |
12,948
-4,509
| -26% | -$77.4K | 0.02% | 347 |
|
|
2023
Q2 | $293K | Hold |
17,457
| – | – | 0.02% | 298 |
|
|
2023
Q1 | $308K | Sell |
17,457
-700
| -4% | -$12.3K | 0.04% | 239 |
|
|
2022
Q4 | $337K | Buy |
+18,157
| New | +$337K | 0.06% | 173 |
|