Wells Fargo’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 | $3.03M | Sell |
145,686
-174
| -0.1% | -$3.62K | ﹤0.01% | 2604 |
|
|
2025
Q1 | $2.87M | Buy |
145,860
+9,512
| +7% | +$187K | ﹤0.01% | 2546 |
|
|
2024
Q4 | $2.67M | Sell |
136,348
-8,078
| -6% | -$158K | ﹤0.01% | 2604 |
|
|
2024
Q3 | $3.01M | Sell |
144,426
-40,257
| -22% | -$838K | ﹤0.01% | 2484 |
|
|
2024
Q2 | $3.59M | Sell |
184,683
-12,860
| -7% | -$250K | ﹤0.01% | 2295 |
|
|
2024
Q1 | $3.8M | Sell |
197,543
-2,542
| -1% | -$48.9K | ﹤0.01% | 2228 |
|
|
2023
Q4 | $3.66M | Buy |
200,085
+400
| +0.2% | +$7.31K | ﹤0.01% | 2212 |
|
|
2023
Q3 | $3.43M | Sell |
199,685
-13,691
| -6% | -$235K | ﹤0.01% | 2224 |
|
|
2023
Q2 | $3.58M | Buy |
213,376
+72,263
| +51% | +$1.21M | ﹤0.01% | 2294 |
|
|
2023
Q1 | $2.49M | Sell |
141,113
-23,340
| -14% | -$411K | ﹤0.01% | 2528 |
|
|
2022
Q4 | $3.06M | Buy |
164,453
+3,238
| +2% | +$60.2K | ﹤0.01% | 2309 |
|
|
2022
Q3 | $2.97M | Sell |
161,215
-21,970
| -12% | -$405K | ﹤0.01% | 2274 |
|
|
2022
Q2 | $3.52M | Buy |
183,185
+3,792
| +2% | +$72.8K | ﹤0.01% | 2237 |
|
|
2022
Q1 | $3.95M | Sell |
179,393
-17,311
| -9% | -$381K | ﹤0.01% | 2514 |
|
|
2021
Q4 | $5.09M | Buy |
196,704
+8,422
| +4% | +$218K | ﹤0.01% | 2419 |
|
|
2021
Q3 | $4.67M | Sell |
188,282
-4,135
| -2% | -$103K | ﹤0.01% | 2771 |
|
|
2021
Q2 | $4.91M | Buy |
192,417
+6,380
| +3% | +$163K | ﹤0.01% | 2771 |
|
|
2021
Q1 | $4.65M | Sell |
186,037
-28,935
| -13% | -$724K | ﹤0.01% | 2781 |
|
|
2020
Q4 | $5.29M | Sell |
214,972
-4,125
| -2% | -$102K | ﹤0.01% | 2668 |
|
|
2020
Q3 | $4.82M | Buy |
219,097
+10,211
| +5% | +$224K | ﹤0.01% | 2516 |
|
|
2020
Q2 | $4.73M | Sell |
208,886
-7,144
| -3% | -$162K | ﹤0.01% | 2481 |
|
|
2020
Q1 | $3.93M | Buy |
216,030
+8,805
| +4% | +$160K | ﹤0.01% | 2395 |
|
|
2019
Q4 | $5.35M | Sell |
207,225
-21,317
| -9% | -$550K | ﹤0.01% | 2488 |
|
|
2019
Q3 | $5.65M | Buy |
228,542
+36,211
| +19% | +$896K | ﹤0.01% | 2421 |
|
|
2019
Q2 | $4.55M | Sell |
192,331
-13,480
| -7% | -$319K | ﹤0.01% | 2637 |
|
|
2019
Q1 | $4.63M | Buy |
205,811
+65,429
| +47% | +$1.47M | ﹤0.01% | 2622 |
|
|
2018
Q4 | $2.84M | Sell |
140,382
-36,922
| -21% | -$747K | ﹤0.01% | 2943 |
|
|
2018
Q3 | $4.03M | Buy |
177,304
+7,734
| +5% | +$176K | ﹤0.01% | 2801 |
|
|
2018
Q2 | $3.92M | Buy |
169,570
+32,728
| +24% | +$757K | ﹤0.01% | 2874 |
|
|
2018
Q1 | $3.24M | Buy |
136,842
+33,622
| +33% | +$797K | ﹤0.01% | 2944 |
|
|
2017
Q4 | $2.56M | Sell |
103,220
-7,814
| -7% | -$193K | ﹤0.01% | 3137 |
|
|
2017
Q3 | $2.8M | Buy |
111,034
+18,551
| +20% | +$467K | ﹤0.01% | 2997 |
|
|
2017
Q2 | $2.27M | Buy |
92,483
+2,056
| +2% | +$50.6K | ﹤0.01% | 3081 |
|
|
2017
Q1 | $2.18M | Buy |
90,427
+1,089
| +1% | +$26.2K | ﹤0.01% | 3103 |
|
|
2016
Q4 | $2.05M | Buy |
89,338
+1,105
| +1% | +$25.3K | ﹤0.01% | 3094 |
|
|
2016
Q3 | $2.17M | Sell |
88,233
-5,876
| -6% | -$145K | ﹤0.01% | 2881 |
|
|
2016
Q2 | $2.3M | Buy |
94,109
+6,315
| +7% | +$155K | ﹤0.01% | 2835 |
|
|
2016
Q1 | $2.06M | Sell |
87,794
-4,206
| -5% | -$98.5K | ﹤0.01% | 2872 |
|
|
2015
Q4 | $2.09M | Sell |
92,000
-7,399
| -7% | -$168K | ﹤0.01% | 2916 |
|
|
2015
Q3 | $2.18M | Sell |
99,399
-15,438
| -13% | -$338K | ﹤0.01% | 2884 |
|
|
2015
Q2 | $2.56M | Buy |
114,837
+1,131
| +1% | +$25.2K | ﹤0.01% | 2885 |
|
|
2015
Q1 | $2.66M | Sell |
113,706
-61,139
| -35% | -$1.43M | ﹤0.01% | 2807 |
|
|
2014
Q4 | $3.93M | Buy |
174,845
+21,532
| +14% | +$483K | ﹤0.01% | 2516 |
|
|
2014
Q3 | $3.51M | Buy |
153,313
+5,973
| +4% | +$137K | ﹤0.01% | 2582 |
|
|
2014
Q2 | $3.46M | Buy |
147,340
+1,854
| +1% | +$43.5K | ﹤0.01% | 2585 |
|
|
2014
Q1 | $3.32M | Buy |
145,486
+15,582
| +12% | +$355K | ﹤0.01% | 2620 |
|
|
2013
Q4 | $2.87M | Buy |
129,904
+29,029
| +29% | +$641K | ﹤0.01% | 2655 |
|
|
2013
Q3 | $2.29M | Sell |
100,875
-1,650
| -2% | -$37.4K | ﹤0.01% | 2786 |
|
|
2013
Q2 | $2.49M | Buy |
+102,525
| New | +$2.49M | ﹤0.01% | 2637 |
|