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Walled Lake Planning & Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio JPI Stock Details JPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8
Closed – – 346
2020
Q4 		$0 Sell
8
-9
-53% – ﹤0.01% 335
2020
Q3 		$0 Buy
17
+1
+6% – ﹤0.01% 353
2020
Q2 		$0 Hold
16
– – ﹤0.01% 358
2020
Q1 		$0 Buy
+16
New – ﹤0.01% 350