Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-500
| Closed | -$12K | – | 920 |
|
|
2020
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 699 |
|
|
2020
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 686 |
|
|
2020
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 684 |
|
|
2020
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 693 |
|
|
2019
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 735 |
|
|
2019
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 756 |
|
|
2019
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 751 |
|
|
2019
Q1 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 791 |
|