AWM
Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
73,416
+346
| +0.5% | +$2.78K | 0.2% | 116 |
|
|
2025
Q1 | $582K | Sell |
73,070
-4,508
| -6% | -$35.9K | 0.21% | 110 |
|
|
2024
Q4 | $610K | Sell |
77,578
-3,068
| -4% | -$24.1K | 0.23% | 110 |
|
|
2024
Q3 | $651K | Sell |
80,646
-1,951
| -2% | -$15.7K | 0.24% | 107 |
|
|
2024
Q2 | $617K | Sell |
82,597
-1,522
| -2% | -$11.4K | 0.25% | 96 |
|
|
2024
Q1 | $605K | Buy |
84,119
+1,145
| +1% | +$8.23K | 0.26% | 96 |
|
|
2023
Q4 | $561K | Buy |
+82,974
| New | +$561K | 0.28% | 88 |
|
|
2023
Q2 | – | Sell |
-3,050
| Closed | -$20.1K | – | 538 |
|
|
2023
Q1 | $20.1K | Hold |
3,050
| – | – | 0.01% | 708 |
|
|
2022
Q4 | $22.2K | Hold |
3,050
| – | – | 0.01% | 524 |
|
|
2022
Q3 | $22K | Hold |
3,050
| – | – | 0.01% | 530 |
|
|
2022
Q2 | $24K | Hold |
3,050
| – | – | 0.01% | 493 |
|
|
2022
Q1 | $26K | Buy |
+3,050
| New | +$26K | 0.01% | 501 |
|