Squar Milner 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-5,744
| Closed | -$104K | – | 480 |
|
2020
Q1 | $104K | Hold |
5,744
| – | – | 0.06% | 253 |
|
2019
Q4 | $148K | Buy |
+5,744
| New | +$148K | 0.07% | 250 |
|
2019
Q3 | – | Sell |
-5,744
| Closed | -$136K | – | 474 |
|
2019
Q2 | $136K | Hold |
5,744
| – | – | 0.09% | 220 |
|
2019
Q1 | $129K | Buy |
+5,744
| New | +$129K | 0.1% | 225 |
|