IHT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $215K | Hold |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $609K | Sell |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $2.49M | Sell |
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|
2021
Q1 | $2.46M | Sell |
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|
2020
Q4 | $2.75M | Sell |
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|
2020
Q3 | $2.7M | Buy |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $2.25M | Sell |
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|
2019
Q4 | $3.26M | Buy |
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|
2019
Q3 | $3.11M | Buy |
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|
2019
Q2 | $2.73M | Buy |
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|
2019
Q1 | $2.5M | Buy |
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|
2018
Q4 | $2.11M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $30K | Buy |
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|
2017
Q4 | $31K | Buy |
|