Wedbush Securities’s Nuveen Preferred and Income Fund JPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26,643
| Closed | -$655K | – | 1228 |
|
|
2021
Q4 | $655K | Buy |
26,643
+131
| +0.5% | +$3.22K | 0.03% | 516 |
|
|
2021
Q3 | $660K | Hold |
26,512
| – | – | 0.03% | 497 |
|
|
2021
Q2 | $663K | Hold |
26,512
| – | – | 0.03% | 512 |
|
|
2021
Q1 | $649K | Buy |
26,512
+7,291
| +38% | +$178K | 0.04% | 479 |
|
|
2020
Q4 | $468K | Buy |
19,221
+2,087
| +12% | +$50.8K | 0.04% | 483 |
|
|
2020
Q3 | $393K | Buy |
17,134
+2,084
| +14% | +$47.8K | 0.04% | 506 |
|
|
2020
Q2 | $338K | Buy |
15,050
+1,000
| +7% | +$22.5K | 0.03% | 566 |
|
|
2020
Q1 | $268K | Sell |
14,050
-2,500
| -15% | -$47.7K | 0.03% | 566 |
|
|
2019
Q4 | $417K | Buy |
16,550
+1,000
| +6% | +$25.2K | 0.04% | 536 |
|
|
2019
Q3 | $378K | Buy |
15,550
+1,700
| +12% | +$41.3K | 0.04% | 547 |
|
|
2019
Q2 | $339K | Buy |
+13,850
| New | +$339K | 0.03% | 581 |
|