Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,479
| Closed | -$197K | – | 3343 |
|
|
2023
Q3 | $197K | Buy |
11,479
+850
| +8% | +$14.6K | ﹤0.01% | 2936 |
|
|
2023
Q2 | $178K | Buy |
+10,629
| New | +$178K | ﹤0.01% | 2960 |
|
|
2020
Q4 | – | Sell |
-10,672
| Closed | -$235K | – | 2976 |
|
|
2020
Q3 | $235K | Buy |
+10,672
| New | +$235K | ﹤0.01% | 2428 |
|
|
2018
Q1 | – | Sell |
-8,447
| Closed | -$209K | – | 2602 |
|
|
2017
Q4 | $209K | Buy |
+8,447
| New | +$209K | ﹤0.01% | 2234 |
|