SOA
JPT

Sea Otter Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History

Sea Otter Advisors’s Portfolio JPT Stock Details JPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,000
Closed -$157K – 270
2023
Q3 		$157K Buy
10,000
+2,978
+42% +$47.6K 0.11% 100
2023
Q2 		$113K Buy
+7,022
New +$112K 0.09% 112