IFP Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-700
| Closed | -$14.6K | – | 4632 |
|
|
2024
Q3 | $14.6K | Buy |
+700
| New | +$14.6K | ﹤0.01% | 2285 |
|
|
2019
Q1 | $45K | Sell |
1,973
-15,897
| -89% | -$363K | 0.01% | 1008 |
|
|
2018
Q4 | $364K | Sell |
17,870
-24,383
| -58% | -$497K | 0.02% | 646 |
|
|
2018
Q3 | $959K | Buy |
42,253
+2,379
| +6% | +$54K | 0.04% | 441 |
|
|
2018
Q2 | $922K | Sell |
39,874
-1,029
| -3% | -$23.8K | 0.04% | 436 |
|
|
2018
Q1 | $1.01M | Hold |
40,903
| – | – | 0.05% | 390 |
|
|
2017
Q4 | $1.01M | Sell |
40,903
-4,098
| -9% | -$101K | 0.05% | 388 |
|
|
2017
Q3 | $1.13M | Buy |
45,001
+2,755
| +7% | +$69.4K | 0.05% | 406 |
|
|
2017
Q2 | $1.04M | Buy |
42,246
+5,496
| +15% | +$135K | 0.04% | 423 |
|
|
2017
Q1 | $885K | Buy |
36,750
+2,057
| +6% | +$49.5K | 0.04% | 456 |
|
|
2016
Q4 | $796K | Sell |
34,693
-3,342
| -9% | -$76.7K | 0.04% | 452 |
|
|
2016
Q3 | $936K | Buy |
38,035
+1,098
| +3% | +$27K | 0.05% | 376 |
|
|
2016
Q2 | $904K | Buy |
36,937
+34,964
| +1,772% | +$856K | 0.05% | 375 |
|
|
2016
Q1 | $45K | Sell |
1,973
-29,857
| -94% | -$681K | 0.01% | 1008 |
|
|
2015
Q4 | $724K | Buy |
+31,830
| New | +$724K | 0.05% | 383 |
|