Raymond James Financial Services Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,584
| Closed | -$211K | – | 3403 |
|
|
2021
Q4 | $211K | Buy |
+8,584
| New | +$211K | ﹤0.01% | 2940 |
|
|
2019
Q3 | – | Sell |
-10,613
| Closed | -$260K | – | 2884 |
|
|
2019
Q2 | $260K | Sell |
10,613
-1,786
| -14% | -$43.8K | ﹤0.01% | 2357 |
|
|
2019
Q1 | $283K | Sell |
12,399
-1,400
| -10% | -$32K | ﹤0.01% | 2282 |
|
|
2018
Q4 | $286K | Sell |
13,799
-3,583
| -21% | -$74.3K | ﹤0.01% | 2027 |
|
|
2018
Q3 | $398K | Buy |
17,382
+1,323
| +8% | +$30.3K | ﹤0.01% | 2095 |
|
|
2018
Q2 | $388K | Buy |
+16,059
| New | +$388K | ﹤0.01% | 2057 |
|
|
2018
Q1 | – | Sell |
-20,395
| Closed | -$512K | – | 2717 |
|
|
2017
Q4 | $512K | Buy |
20,395
+2,304
| +13% | +$57.8K | ﹤0.01% | 1691 |
|
|
2017
Q3 | $461K | Buy |
+18,091
| New | +$461K | ﹤0.01% | 1764 |
|