Steward Partners Investment Advisory’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
Q4 | – | Sell |
-4,000
| Closed | -$73K | – | 3476 |
|
|
2022
Q3 | $73K | Sell |
4,000
-1,900
| -32% | -$34.7K | ﹤0.01% | 1617 |
|
|
2022
Q2 | $112K | Buy |
5,900
+300
| +5% | +$5.7K | ﹤0.01% | 1451 |
|
|
2022
Q1 | $120K | Sell |
5,600
-2,700
| -33% | -$57.9K | ﹤0.01% | 1532 |
|
|
2021
Q4 | $204K | Hold |
8,300
| – | – | ﹤0.01% | 1308 |
|
|
2021
Q3 | $207K | Buy |
8,300
+1,600
| +24% | +$39.9K | ﹤0.01% | 1261 |
|
|
2021
Q2 | $167K | Sell |
6,700
-1,600
| -19% | -$39.9K | ﹤0.01% | 1676 |
|
|
2021
Q1 | $203K | Buy |
8,300
+1,200
| +17% | +$29.4K | ﹤0.01% | 1291 |
|
|
2020
Q4 | $173K | Buy |
7,100
+200
| +3% | +$4.87K | ﹤0.01% | 1132 |
|
|
2020
Q3 | $158K | Buy |
6,900
+1,300
| +23% | +$29.8K | ﹤0.01% | 1044 |
|
|
2020
Q2 | $126K | Buy |
5,600
+1,300
| +30% | +$29.3K | ﹤0.01% | 1056 |
|
|
2020
Q1 | $82K | Buy |
4,300
+3,000
| +231% | +$57.2K | ﹤0.01% | 1072 |
|
|
2019
Q4 | $32K | Buy |
+1,300
| New | +$32K | ﹤0.01% | 1595 |
|