Kingswood Wealth Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
22,185
-285
| -1% | -$5.93K | 0.04% | 436 |
|
|
2025
Q1 | $442K | Sell |
22,470
-25,570
| -53% | -$503K | 0.04% | 427 |
|
|
2024
Q4 | $942K | Buy |
48,040
+21,020
| +78% | +$412K | 0.07% | 286 |
|
|
2024
Q3 | $554K | Hold |
27,020
| – | – | 0.04% | 432 |
|
|
2024
Q2 | $526K | Sell |
27,020
-2,300
| -8% | -$44.7K | 0.05% | 375 |
|
|
2024
Q1 | $564K | Hold |
29,320
| – | – | 0.07% | 320 |
|
|
2023
Q4 | $536K | Buy |
+29,320
| New | +$536K | 0.06% | 334 |
|
|
2023
Q3 | – | Sell |
-29,320
| Closed | -$492K | – | 462 |
|
|
2023
Q2 | $492K | Buy |
+29,320
| New | +$492K | 0.16% | 137 |
|