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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,807
Closed -$232K 362
2023
Q3
$232K Buy
14,807
+5,041
+52% +$79.1K 0.09% 88
2023
Q2
$157K Buy
+9,766
New +$157K 0.06% 84