SFS
JPI

Sowell Financial Services’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Sowell Financial Services’s Portfolio JPI Stock Details JPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$276 ﹤0.01% 1910
2019
Q3 		$5K Buy
+191
New +$4.62K ﹤0.01% 1766

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