Integrated Wealth Concepts’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
Q3 | – | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $2.53M | Buy |
|
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $2.69M | Buy |
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|
2022
Q2 | $2.59M | Buy |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $3.39M | Buy |
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|
2021
Q3 | $956K | Buy |
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|
2021
Q2 | $589K | Buy |
|
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|
2021
Q1 | $527K | Sell |
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|
2020
Q4 | $555K | Sell |
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|
2020
Q3 | $504K | Buy |
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|
2020
Q2 | $518K | Sell |
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|
2020
Q1 | $470K | Buy |
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|
2019
Q4 | $523K | Sell |
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|
2019
Q3 | $506K | Buy |
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|
2019
Q2 | $434K | Buy |
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