Integrated Wealth Concepts’s Nuveen Preferred and Income Fund JPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$276K Hold
2021
Q3
$280K Sell
2021
Q2
$283K Sell
2021
Q1
$3.09M Sell
2020
Q4
$3.45M Sell
2020
Q3
$3.57M Sell
2020
Q2
$3.95M Buy
2020
Q1
$2.74M Buy
2019
Q4
$3.3M Buy
2019
Q3
$1.85M Buy
2019
Q2
$1.2M Buy
2019
Q1
$835K Buy
2018
Q4
$615K Buy
2018
Q3
$335K Buy