A detailed history of Wealthcare Advisory Partners LLC transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 16,196 shares of JPI stock, worth $322,138. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,196
Previous 18,053 10.29%
Holding current value
$322,138
Previous $351,000 3.99%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$19.3 - $20.82 $35,840 - $38,662
-1,857 Reduced 10.29%
16,196 $337,000
Q2 2024

Aug 09, 2024

SELL
$18.75 - $19.46 $29,268 - $30,377
-1,561 Reduced 7.96%
18,053 $351,000
Q1 2024

Apr 15, 2024

SELL
$18.28 - $19.24 $21,661 - $22,799
-1,185 Reduced 5.7%
19,614 $377,000
Q4 2023

Feb 06, 2024

BUY
$16.28 - $18.36 $29,938 - $33,764
1,839 Added 9.7%
20,799 $380,000
Q3 2023

Oct 12, 2023

BUY
$16.78 - $17.88 $9,866 - $10,513
588 Added 3.2%
18,960 $325,000
Q2 2023

Jul 17, 2023

SELL
$16.1 - $17.83 $18,869 - $20,896
-1,172 Reduced 6.0%
18,372 $308,000
Q1 2023

May 04, 2023

BUY
$16.18 - $20.62 $34,350 - $43,776
2,123 Added 12.19%
19,544 $344,000
Q4 2022

Feb 13, 2023

BUY
$17.58 - $19.44 $87,952 - $97,258
5,003 Added 40.29%
17,421 $323,000
Q3 2022

Nov 14, 2022

BUY
$18.31 - $21.21 $10,619 - $12,301
580 Added 4.9%
12,418 $229,000
Q2 2022

Aug 15, 2022

BUY
$18.82 - $22.13 $12,797 - $15,048
680 Added 6.09%
11,838 $227,000
Q1 2022

Apr 15, 2022

BUY
$21.25 - $25.81 $20,187 - $24,519
950 Added 9.31%
11,158 $245,000
Q4 2021

Feb 11, 2022

BUY
$24.27 - $25.96 $247,748 - $264,999
10,208 New
10,208 $264,000

Others Institutions Holding JPI

About Nuveen Preferred & Income Term Fund


  • Ticker JPI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financ...
More about JPI
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