IWM
IHT Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
12,703
-101
| -0.8% | -$2.1K | 0.01% | 948 |
|
|
2025
Q1 | $252K | Sell |
12,804
-890
| -6% | -$17.5K | 0.01% | 928 |
|
|
2024
Q4 | $268K | Buy |
13,694
+3,378
| +33% | +$66.2K | 0.01% | 894 |
|
|
2024
Q3 | $215K | Hold |
10,316
| – | – | 0.01% | 1064 |
|
|
2024
Q2 | $201K | Sell |
10,316
-1,020
| -9% | -$19.8K | 0.01% | 958 |
|
|
2024
Q1 | $218K | Sell |
11,336
-192
| -2% | -$3.69K | 0.01% | 910 |
|
|
2023
Q4 | $211K | Sell |
11,528
-7,585
| -40% | -$139K | 0.01% | 888 |
|
|
2023
Q3 | $328K | Sell |
19,113
-5,223
| -21% | -$89.7K | 0.02% | 696 |
|
|
2023
Q2 | $409K | Sell |
24,336
-869
| -3% | -$14.6K | 0.02% | 611 |
|
|
2023
Q1 | $444K | Sell |
25,205
-7,546
| -23% | -$133K | 0.03% | 545 |
|
|
2022
Q4 | $609K | Sell |
32,751
-30,708
| -48% | -$571K | 0.04% | 433 |
|
|
2022
Q3 | $1.17M | Buy |
63,459
+2,365
| +4% | +$43.6K | 0.09% | 250 |
|
|
2022
Q2 | $1.17M | Buy |
61,094
+719
| +1% | +$13.8K | 0.1% | 204 |
|
|
2022
Q1 | $1.33M | Buy |
60,375
+11,267
| +23% | +$248K | 0.1% | 203 |
|
|
2021
Q4 | $1.27M | Buy |
49,108
+7,995
| +19% | +$207K | 0.09% | 211 |
|
|
2021
Q3 | $1.02M | Sell |
41,113
-56,459
| -58% | -$1.4M | 0.08% | 243 |
|
|
2021
Q2 | $2.49M | Sell |
97,572
-918
| -0.9% | -$23.4K | 0.16% | 134 |
|
|
2021
Q1 | $2.46M | Sell |
98,490
-13,464
| -12% | -$337K | 0.18% | 129 |
|
|
2020
Q4 | $2.76M | Sell |
111,954
-10,799
| -9% | -$266K | 0.23% | 106 |
|
|
2020
Q3 | $2.7M | Buy |
122,753
+67,532
| +122% | +$1.48M | 0.27% | 86 |
|
|
2020
Q2 | $1.25M | Sell |
55,221
-68,458
| -55% | -$1.55M | 0.17% | 135 |
|
|
2020
Q1 | $2.25M | Sell |
123,679
-2,786
| -2% | -$50.7K | 0.32% | 75 |
|
|
2019
Q4 | $3.26M | Buy |
126,465
+670
| +0.5% | +$17.3K | 0.39% | 57 |
|
|
2019
Q3 | $3.11M | Buy |
125,795
+10,646
| +9% | +$263K | 0.42% | 54 |
|
|
2019
Q2 | $2.73M | Buy |
115,149
+3,958
| +4% | +$93.8K | 0.4% | 52 |
|
|
2019
Q1 | $2.5M | Buy |
111,191
+6,635
| +6% | +$149K | 0.42% | 53 |
|
|
2018
Q4 | $2.11M | Buy |
+104,556
| New | +$2.11M | 0.41% | 60 |
|
|
2018
Q2 | – | Sell |
-1,266
| Closed | -$30K | – | 918 |
|
|
2018
Q1 | $30K | Buy |
1,266
+23
| +2% | +$545 | 0.01% | 843 |
|
|
2017
Q4 | $31K | Buy |
+1,243
| New | +$31K | 0.01% | 848 |
|