Harbor Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52K | Hold |
2,500
| – | – | ﹤0.01% | 626 |
|
|
2025
Q1 | $49.2K | Hold |
2,500
| – | – | ﹤0.01% | 615 |
|
|
2024
Q4 | $49K | Hold |
2,500
| – | – | ﹤0.01% | 602 |
|
|
2024
Q3 | $52.1K | Hold |
2,500
| – | – | 0.01% | 584 |
|
|
2024
Q2 | $48.6K | Hold |
2,500
| – | – | 0.01% | 590 |
|
|
2024
Q1 | $48.1K | Hold |
2,500
| – | – | 0.01% | 593 |
|
|
2023
Q4 | $45.7K | Hold |
2,500
| – | – | 0.01% | 583 |
|
|
2023
Q3 | $42.9K | Hold |
2,500
| – | – | 0.01% | 574 |
|
|
2023
Q2 | $42K | Hold |
2,500
| – | – | 0.01% | 756 |
|
|
2023
Q1 | $44.1K | Hold |
2,500
| – | – | 0.01% | 744 |
|
|
2022
Q4 | $46.5K | Hold |
2,500
| – | – | 0.01% | 710 |
|
|
2022
Q3 | $46K | Hold |
2,500
| – | – | 0.01% | 716 |
|
|
2022
Q2 | $48K | Hold |
2,500
| – | – | 0.01% | 710 |
|
|
2022
Q1 | $55K | Buy |
+2,500
| New | +$55K | 0.01% | 725 |
|