4WM
49 Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-46,409
| Closed | -$375K | – | 178 |
|
|
2024
Q3 | $375K | Hold |
46,409
| – | – | 0.06% | 101 |
|
|
2024
Q2 | $346K | Hold |
46,409
| – | – | 0.07% | 105 |
|
|
2024
Q1 | $332K | Hold |
46,409
| – | – | 0.07% | 83 |
|
|
2023
Q4 | $314K | Buy |
+46,409
| New | +$314K | 0.08% | 78 |
|