Wagner Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $160K | Buy |
|
|||||
|
2022
Q2 | $47K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $390K | Sell |
|
|||||
|
2021
Q3 | $388K | Sell |
|
|||||
|
2021
Q2 | $575K | Sell |
|
|||||
|
2021
Q1 | $635K | Hold |
|
|||||
|
2020
Q4 | $625K | Buy |
|
|||||
|
2018
Q3 | $1.22M | Sell |
|
|||||
|
2018
Q2 | $1.36M | Sell |
|
|||||
|
2018
Q1 | $1.42M | Sell |
|
|||||
|
2017
Q4 | $1.52M | Buy |
|