SAM
SignalPoint Asset Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-10,000
| Closed | -$234K | – | 199 |
|
2015
Q2 | $234K | Hold |
10,000
| – | – | 0.1% | 168 |
|
2015
Q1 | $234K | Hold |
10,000
| – | – | 0.1% | 168 |
|
2014
Q4 | $224K | Hold |
10,000
| – | – | 0.1% | 148 |
|
2014
Q3 | $229K | Hold |
10,000
| – | – | 0.11% | 140 |
|
2014
Q2 | $235K | Hold |
10,000
| – | – | 0.1% | 147 |
|
2014
Q1 | $228K | Buy |
+10,000
| New | +$228K | 0.11% | 142 |
|