Physician Wealth Advisors’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 | $323K | Hold |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $326K | Hold |
|
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|
2024
Q2 | $306K | Hold |
|
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|
2024
Q1 | $294K | Hold |
|
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $289K | Hold |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $513K | Hold |
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|
2021
Q4 | $628K | Hold |
|
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|
2021
Q3 | $622K | Hold |
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|
2021
Q2 | $635K | Hold |
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|
2021
Q1 | $613K | Hold |
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|
2020
Q4 | $594K | Hold |
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|
2020
Q3 | $537K | Hold |
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|
2020
Q2 | $553K | Buy |
|