Glassman Wealth 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
2016
Q4
Sell
-1,000
Closed -$25K 673
2016
Q3
$25K Buy
1,000
+370
+59% +$9.25K 0.02% 202
2016
Q2
$15K Buy
+630
New +$15K 0.01% 264