Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $259K | Buy |
10,451
+1,301
| +14% | +$32.2K | 0.02% | 724 |
|
|
2021
Q2 | $233K | Buy |
9,150
+700
| +8% | +$17.8K | 0.02% | 770 |
|
|
2021
Q1 | $211K | Buy |
+8,450
| New | +$211K | 0.02% | 755 |
|
|
2019
Q4 | – | Sell |
-18,900
| Closed | -$467K | – | 745 |
|
|
2019
Q3 | $467K | Sell |
18,900
-15,465
| -45% | -$382K | 0.05% | 370 |
|
|
2019
Q2 | $814K | Sell |
34,365
-735
| -2% | -$17.4K | 0.08% | 256 |
|
|
2019
Q1 | $789K | Buy |
35,100
+1,700
| +5% | +$38.2K | 0.09% | 242 |
|
|
2018
Q4 | $675K | Buy |
+33,400
| New | +$675K | 0.08% | 247 |
|