AO
Advisor OS’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 | $237K | Buy |
29,494
+130
| +0.4% | +$1.04K | 0.02% | 397 |
|
2025
Q1 | $234K | Buy |
29,364
+65
| +0.2% | +$517 | 0.03% | 375 |
|
2024
Q4 | $230K | Buy |
29,299
+160
| +0.5% | +$1.26K | 0.03% | 373 |
|
2024
Q3 | $235K | Buy |
29,139
+123
| +0.4% | +$993 | 0.02% | 361 |
|
2024
Q2 | $217K | Buy |
29,016
+92
| +0.3% | +$687 | 0.02% | 360 |
|
2024
Q1 | $208K | Hold |
28,924
| – | – | 0.02% | 370 |
|
2023
Q4 | $196K | Buy |
+28,924
| New | +$196K | 0.03% | 329 |
|