AWS
AJ Wealth Strategies’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-21,921
| Closed | -$168K | – | 314 |
|
|
2022
Q2 | $168K | Hold |
21,921
| – | – | 0.01% | 287 |
|
|
2022
Q1 | $188K | Hold |
21,921
| – | – | 0.01% | 299 |
|
|
2021
Q4 | $214K | Sell |
21,921
-5,431
| -20% | -$53K | 0.01% | 275 |
|
|
2021
Q3 | $271K | Hold |
27,352
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $273K | Hold |
27,352
| – | – | 0.02% | 237 |
|
|
2021
Q1 | $260K | Buy |
+27,352
| New | +$260K | 0.02% | 228 |
|