Geneos Wealth Management’s Nuveen Preferred and Income Fund JPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-855
| Closed | -$18K | – | 2842 |
|
|
2022
Q1 | $18K | Hold |
855
| – | – | ﹤0.01% | 1868 |
|
|
2021
Q4 | $21K | Hold |
855
| – | – | ﹤0.01% | 1878 |
|
|
2021
Q3 | $21K | Hold |
855
| – | – | ﹤0.01% | 1902 |
|
|
2021
Q2 | $21K | Hold |
855
| – | – | ﹤0.01% | 1909 |
|
|
2021
Q1 | $21K | Hold |
855
| – | – | ﹤0.01% | 2069 |
|
|
2020
Q4 | $20K | Hold |
855
| – | – | ﹤0.01% | 1930 |
|
|
2020
Q3 | $19K | Hold |
855
| – | – | ﹤0.01% | 1687 |
|
|
2020
Q2 | $18K | Hold |
855
| – | – | ﹤0.01% | 1677 |
|
|
2020
Q1 | $16K | Hold |
855
| – | – | ﹤0.01% | 1618 |
|
|
2019
Q4 | $21K | Hold |
855
| – | – | ﹤0.01% | 1678 |
|
|
2019
Q3 | $20K | Hold |
855
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q2 | $20K | Hold |
855
| – | – | ﹤0.01% | 1643 |
|
|
2019
Q1 | $19K | Hold |
855
| – | – | ﹤0.01% | 1610 |
|
|
2018
Q4 | $17K | Hold |
855
| – | – | ﹤0.01% | 1578 |
|
|
2018
Q3 | $19K | Buy |
+855
| New | +$19K | ﹤0.01% | 1606 |
|