TJHA
JPT

Thomas J. Herzfeld Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio JPT Stock Details JPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,807
Closed -$232K – 362
2023
Q3 		$232K Buy
14,807
+5,041
+52% +$80.6K 0.09% 88
2023
Q2 		$157K Buy
+9,766
New +$155K 0.06% 84