Sowell Financial Services’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-180
| Closed | -$4K | – | 3204 |
|
|
2020
Q4 | $4K | Hold |
180
| – | – | ﹤0.01% | 2332 |
|
|
2020
Q3 | $4K | Hold |
180
| – | – | ﹤0.01% | 2053 |
|
|
2020
Q2 | $4K | Hold |
180
| – | – | ﹤0.01% | 1968 |
|
|
2020
Q1 | $3K | Hold |
180
| – | – | ﹤0.01% | 1986 |
|
|
2019
Q4 | $5K | Sell |
180
-11
| -6% | -$306 | ﹤0.01% | 1910 |
|
|
2019
Q3 | $5K | Buy |
+191
| New | +$5K | ﹤0.01% | 1766 |
|