EWM
Evercore Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-100
| Closed | -$2K | – | 1061 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 992 |
|
|
2016
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 992 |
|
|
2016
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 911 |
|
|
2015
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 975 |
|
|
2015
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 926 |
|
|
2015
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1032 |
|
|
2015
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 963 |
|