Wealthcare Advisory Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
15,520
-140
| -0.9% | -$2.91K | 0.01% | 768 |
|
|
2025
Q1 | $308K | Sell |
15,660
-1,117
| -7% | -$22K | 0.01% | 739 |
|
|
2024
Q4 | $329K | Buy |
16,777
+581
| +4% | +$11.4K | 0.01% | 683 |
|
|
2024
Q3 | $337K | Sell |
16,196
-1,857
| -10% | -$38.7K | 0.01% | 678 |
|
|
2024
Q2 | $351K | Sell |
18,053
-1,561
| -8% | -$30.4K | 0.01% | 630 |
|
|
2024
Q1 | $377K | Sell |
19,614
-1,185
| -6% | -$22.8K | 0.01% | 607 |
|
|
2023
Q4 | $380K | Buy |
20,799
+1,839
| +10% | +$33.6K | 0.02% | 544 |
|
|
2023
Q3 | $326K | Buy |
18,960
+588
| +3% | +$10.1K | 0.02% | 530 |
|
|
2023
Q2 | $308K | Sell |
18,372
-1,172
| -6% | -$19.7K | 0.01% | 557 |
|
|
2023
Q1 | $345K | Buy |
19,544
+2,123
| +12% | +$37.4K | 0.01% | 543 |
|
|
2022
Q4 | $324K | Buy |
17,421
+5,003
| +40% | +$93K | 0.02% | 514 |
|
|
2022
Q3 | $229K | Buy |
12,418
+580
| +5% | +$10.7K | 0.01% | 544 |
|
|
2022
Q2 | $227K | Buy |
11,838
+680
| +6% | +$13K | 0.01% | 499 |
|
|
2022
Q1 | $245K | Buy |
11,158
+950
| +9% | +$20.9K | 0.01% | 472 |
|
|
2021
Q4 | $264K | Buy |
+10,208
| New | +$264K | 0.02% | 476 |
|