Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$19K | – | 1217 |
|
|
2022
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q1 | $22K | Sell |
1,000
-100
| -9% | -$2.2K | ﹤0.01% | 1055 |
|
|
2021
Q4 | $28K | Hold |
1,100
| – | – | ﹤0.01% | 1081 |
|
|
2021
Q3 | $27K | Hold |
1,100
| – | – | ﹤0.01% | 1085 |
|
|
2021
Q2 | $28K | Hold |
1,100
| – | – | 0.01% | 1046 |
|
|
2021
Q1 | $28K | Hold |
1,100
| – | – | 0.01% | 970 |
|
|
2020
Q4 | $27K | Hold |
1,100
| – | – | 0.01% | 885 |
|
|
2020
Q3 | $24K | Hold |
1,100
| – | – | 0.01% | 743 |
|
|
2020
Q2 | $25K | Hold |
1,100
| – | – | 0.01% | 687 |
|
|
2020
Q1 | $20K | Hold |
1,100
| – | – | 0.01% | 667 |
|
|
2019
Q4 | $28K | Hold |
1,100
| – | – | 0.01% | 603 |
|
|
2019
Q3 | $27K | Hold |
1,100
| – | – | 0.01% | 566 |
|
|
2019
Q2 | $26K | Hold |
1,100
| – | – | 0.01% | 570 |
|
|
2019
Q1 | $25K | Hold |
1,100
| – | – | 0.01% | 498 |
|
|
2018
Q4 | $22K | Hold |
1,100
| – | – | 0.01% | 450 |
|
|
2018
Q3 | $25K | Buy |
1,100
+300
| +38% | +$6.82K | 0.01% | 443 |
|
|
2018
Q2 | $19K | Hold |
800
| – | – | 0.02% | 299 |
|
|
2018
Q1 | $19K | Buy |
+800
| New | +$19K | 0.01% | 481 |
|
|
2017
Q4 | – | Sell |
-800
| Closed | -$20K | – | 952 |
|
|
2017
Q3 | $20K | Hold |
800
| – | – | 0.02% | 408 |
|
|
2017
Q2 | $20K | Hold |
800
| – | – | 0.02% | 387 |
|
|
2017
Q1 | $19K | Hold |
800
| – | – | 0.02% | 365 |
|
|
2016
Q4 | $19K | Buy |
+800
| New | +$19K | 0.03% | 350 |
|