Hennion & Walsh Asset Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $669K | Sell |
|
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|
2024
Q1 | $663K | Sell |
|
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|
2023
Q4 | $633K | Sell |
|
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|
2023
Q3 | $599K | Buy |
|
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|
2023
Q2 | $582K | Buy |
|
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|
2023
Q1 | $594K | Buy |
|
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|
2022
Q4 | $420K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $1.19M | Sell |
|
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $2.15M | Buy |
|