Shaker Financial Services’s Nuveen Preferred and Income Fund JPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,450
| Closed | -$306K | – | 185 |
|
|
2021
Q4 | $306K | Sell |
12,450
-3,188
| -20% | -$78.4K | 0.11% | 138 |
|
|
2021
Q3 | $390K | Sell |
15,638
-8,036
| -34% | -$200K | 0.16% | 115 |
|
|
2021
Q2 | $592K | Buy |
+23,674
| New | +$592K | 0.22% | 117 |
|
|
2018
Q4 | – | Sell |
-10,200
| Closed | -$233K | – | 156 |
|
|
2018
Q3 | $233K | Buy |
+10,200
| New | +$233K | 0.11% | 108 |
|