Kestra Private Wealth Services’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
Q1 | – | Sell |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q2 | $202K | Sell |
|
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|
2024
Q1 | $220K | Buy |
|
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|
2023
Q4 | $208K | Buy |
|
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|
2023
Q3 | $195K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $232K | Buy |
|
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $285K | Sell |
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|
2021
Q4 | $397K | Buy |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $390K | Buy |
|
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|
2021
Q1 | $382K | Sell |
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|
2020
Q4 | $396K | Buy |
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|
2020
Q3 | $357K | Buy |
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