Shaker Financial Services’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 | – | Sell |
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|
2025
Q1 | $689K | Buy |
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|
2024
Q4 | $292K | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $536K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $203K | Sell |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $383K | Buy |
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|
2019
Q4 | $452K | Buy |
|
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $229K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $260K | Sell |
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|
2017
Q4 | $314K | Sell |
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|
2017
Q3 | $474K | Sell |
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|
2017
Q2 | $973K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $504K | Buy |
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