Nuveen Preferred And equity shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Nuveen Preferred And equity (JPI) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Nuveen Preferred And equity
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Quarterly reported holdings in Nuveen Preferred And equity by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $204k | 9.8k | 20.82 |
| 2024-06-30 | $188k | 9.7k | 19.45 |
| 2024-03-31 | $183k | 9.5k | 19.24 |
| 2023-12-31 | $172k | 9.4k | 18.28 |
| 2023-09-30 | $158k | 9.2k | 17.17 |
| 2023-06-30 | $152k | 9.1k | 16.79 |
| 2023-03-31 | $157k | 8.9k | 17.63 |
| 2022-12-31 | $163k | 8.8k | 18.58 |
| 2022-06-30 | $161k | 8.4k | 19.18 |
| 2022-03-31 | $181k | 8.2k | 21.96 |
| 2021-12-31 | $211k | 8.2k | 25.89 |