Wealthcare Advisory Partners’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 | $323K | Sell |
|
|||||
|
2025
Q1 | $308K | Sell |
|
|||||
|
2024
Q4 | $329K | Buy |
|
|||||
|
2024
Q3 | $337K | Sell |
|
|||||
|
2024
Q2 | $351K | Sell |
|
|||||
|
2024
Q1 | $377K | Sell |
|
|||||
|
2023
Q4 | $380K | Buy |
|
|||||
|
2023
Q3 | $326K | Buy |
|
|||||
|
2023
Q2 | $308K | Sell |
|
|||||
|
2023
Q1 | $345K | Buy |
|
|||||
|
2022
Q4 | $324K | Buy |
|
|||||
|
2022
Q3 | $229K | Buy |
|
|||||
|
2022
Q2 | $227K | Buy |
|
|||||
|
2022
Q1 | $245K | Buy |
|
|||||
|
2021
Q4 | $264K | Buy |
|