MSI Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,250
| Closed | -$31K | – | 3908 |
|
|
2016
Q3 | $31K | Buy |
1,250
+550
| +79% | +$13.6K | ﹤0.01% | 2105 |
|
|
2016
Q2 | $17K | Buy |
+700
| New | +$17K | ﹤0.01% | 2438 |
|
|
2016
Q1 | – | Sell |
-800
| Closed | -$18K | – | 4018 |
|
|
2015
Q4 | $18K | Hold |
800
| – | – | ﹤0.01% | 2373 |
|
|
2015
Q3 | $18K | Hold |
800
| – | – | ﹤0.01% | 1769 |
|
|
2015
Q2 | $18K | Hold |
800
| – | – | ﹤0.01% | 1844 |
|
|
2015
Q1 | $19K | Buy |
+800
| New | +$19K | ﹤0.01% | 1830 |
|
|
2014
Q4 | – | Sell |
-440
| Closed | -$10K | – | 2714 |
|
|
2014
Q3 | $10K | Buy |
+440
| New | +$10K | ﹤0.01% | 1822 |
|