AE Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,072
| Closed | -$103K | – | 2224 |
|
|
2024
Q4 | $103K | Buy |
+13,072
| New | +$103K | ﹤0.01% | 1417 |
|
|
2024
Q1 | – | Sell |
-366,678
| Closed | -$2.64M | – | 1595 |
|
|
2023
Q4 | $2.64M | Buy |
366,678
+338,787
| +1,215% | +$2.44M | 0.01% | 810 |
|
|
2023
Q3 | $177K | Sell |
27,891
-16,953
| -38% | -$107K | ﹤0.01% | 1800 |
|
|
2023
Q2 | $291K | Sell |
44,844
-22,368
| -33% | -$145K | ﹤0.01% | 1626 |
|
|
2023
Q1 | $442K | Sell |
67,212
-8,301
| -11% | -$54.6K | ﹤0.01% | 1402 |
|
|
2022
Q4 | $550K | Sell |
75,513
-7,661
| -9% | -$55.8K | ﹤0.01% | 1263 |
|
|
2022
Q3 | $578K | Buy |
83,174
+3,164
| +4% | +$22K | ﹤0.01% | 1174 |
|
|
2022
Q2 | $612K | Buy |
80,010
+11,091
| +16% | +$84.8K | ﹤0.01% | 1095 |
|
|
2022
Q1 | $591K | Buy |
68,919
+10,892
| +19% | +$93.4K | ﹤0.01% | 1144 |
|
|
2021
Q4 | $566K | Buy |
58,027
+1,631
| +3% | +$15.9K | ﹤0.01% | 1209 |
|
|
2021
Q3 | $558K | Buy |
56,396
+7,454
| +15% | +$73.8K | ﹤0.01% | 1130 |
|
|
2021
Q2 | $488K | Buy |
48,942
+5,224
| +12% | +$52.1K | ﹤0.01% | 1144 |
|
|
2021
Q1 | $415K | Buy |
43,718
+6,136
| +16% | +$58.2K | ﹤0.01% | 1106 |
|
|
2020
Q4 | $357K | Buy |
37,582
+2,393
| +7% | +$22.7K | ﹤0.01% | 1069 |
|
|
2020
Q3 | $299K | Buy |
35,189
+4,834
| +16% | +$41.1K | ﹤0.01% | 1038 |
|
|
2020
Q2 | $250K | Buy |
30,355
+13,743
| +83% | +$113K | ﹤0.01% | 1088 |
|
|
2020
Q1 | $122K | Sell |
16,612
-1,022
| -6% | -$7.51K | ﹤0.01% | 1033 |
|
|
2019
Q4 | $184K | Sell |
17,634
-395
| -2% | -$4.12K | ﹤0.01% | 1064 |
|
|
2019
Q3 | $181K | Buy |
18,029
+1,396
| +8% | +$14K | 0.01% | 931 |
|
|
2019
Q2 | $165K | Buy |
16,633
+2,605
| +19% | +$25.8K | 0.01% | 912 |
|
|
2019
Q1 | $134K | Hold |
14,028
| – | – | 0.01% | 612 |
|
|
2018
Q4 | $117K | Sell |
14,028
-299
| -2% | -$2.49K | 0.02% | 455 |
|
|
2018
Q3 | $133K | Sell |
14,327
-450
| -3% | -$4.18K | 0.01% | 575 |
|
|
2018
Q2 | $138K | Sell |
14,777
-384
| -3% | -$3.59K | 0.01% | 436 |
|
|
2018
Q1 | $152K | Buy |
15,161
+1,250
| +9% | +$12.5K | 0.01% | 421 |
|
|
2017
Q4 | $144K | Sell |
13,911
-332
| -2% | -$3.44K | 0.01% | 403 |
|
|
2017
Q3 | $151K | Buy |
14,243
+332
| +2% | +$3.52K | 0.01% | 388 |
|
|
2017
Q2 | $145K | Buy |
+13,911
| New | +$145K | 0.02% | 369 |
|