Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $233K | Hold |
10,380
| – | – | 0.1% | 98 |
|
|
2014
Q3 | $238K | Hold |
10,380
| – | – | 0.1% | 104 |
|
|
2014
Q2 | $244K | Hold |
10,380
| – | – | 0.11% | 102 |
|
|
2014
Q1 | $237K | Hold |
10,380
| – | – | 0.12% | 95 |
|
|
2013
Q4 | $229K | Buy |
10,380
+1,310
| +14% | +$28.9K | 0.13% | 89 |
|
|
2013
Q3 | $206K | Buy |
9,070
+1,000
| +12% | +$22.7K | 0.13% | 91 |
|
|
2013
Q2 | $196K | Buy |
+8,070
| New | +$196K | 0.13% | 81 |
|