WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $83K | Buy |
3,375
+2,735
| +427% | +$67.3K | 0.02% | 569 |
|
|
2017
Q1 | $15K | Sell |
640
-2,735
| -81% | -$64.1K | ﹤0.01% | 960 |
|
|
2016
Q4 | $77K | Buy |
3,375
+435
| +15% | +$9.92K | 0.02% | 610 |
|
|
2016
Q3 | $72K | Hold |
2,940
| – | – | 0.02% | 615 |
|
|
2016
Q2 | $72K | Hold |
2,940
| – | – | 0.02% | 589 |
|
|
2016
Q1 | $69K | Buy |
2,940
+100
| +4% | +$2.35K | 0.02% | 577 |
|
|
2015
Q4 | $65K | Buy |
2,840
+2,040
| +255% | +$46.7K | 0.02% | 583 |
|
|
2015
Q3 | $18K | Hold |
800
| – | – | 0.01% | 930 |
|
|
2015
Q2 | $18K | Buy |
800
+500
| +167% | +$11.3K | 0.01% | 1007 |
|
|
2015
Q1 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 1284 |
|