LPL Financial’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 | $1.99M | Sell |
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|
2025
Q1 | $1.98M | Sell |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $2.06M | Sell |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.21M | Buy |
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|
2023
Q4 | $1.97M | Sell |
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|
2023
Q3 | $1.96M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $832K | Buy |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $683K | Sell |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $705K | Buy |
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|
2021
Q4 | $677K | Sell |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $678K | Sell |
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|
2021
Q1 | $674K | Sell |
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|
2020
Q4 | $788K | Sell |
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|
2020
Q3 | $785K | Buy |
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|
2020
Q2 | $793K | Buy |
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|
2020
Q1 | $596K | Buy |
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|
2019
Q4 | $568K | Sell |
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|
2019
Q3 | $578K | Sell |
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|
2019
Q2 | $639K | Sell |
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|
2019
Q1 | $612K | Buy |
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|
2018
Q4 | $504K | Buy |
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|
2018
Q3 | $464K | Sell |
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|
2018
Q2 | $810K | Sell |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | $265K | Buy |
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|
2017
Q3 | $241K | Sell |
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|
2017
Q2 | $582K | Sell |
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|
2017
Q1 | $3.26M | Buy |
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|
2016
Q4 | $2.54M | Buy |
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|
2016
Q3 | $2.05M | Sell |
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|
2016
Q2 | $2.08M | Sell |
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|
2016
Q1 | $3.52M | Buy |
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|
2015
Q4 | $3.06M | Buy |
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|
2015
Q3 | $1.46M | Buy |
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|
2015
Q2 | $1.06M | Buy |
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|
2015
Q1 | $1.08M | Buy |
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|
2014
Q4 | $1.01M | Buy |
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|
2014
Q3 | $965K | Sell |
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|
2014
Q2 | $992K | Sell |
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|
2014
Q1 | $1.01M | Buy |
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|
2013
Q4 | $738K | Buy |
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|
2013
Q3 | $744K | Buy |
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