Ameritas Advisory Services’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
Q2 | $434K | Buy |
54,151
+3,975
| +8% | +$31.9K | 0.02% | 536 |
|
|
2025
Q1 | $394K | Hold |
50,176
| – | – | 0.02% | 624 |
|
|
2024
Q4 | $394K | Buy |
50,176
+3,124
| +7% | +$24.6K | 0.01% | 645 |
|
|
2024
Q3 | $380K | Sell |
47,052
-2,658
| -5% | -$21.5K | 0.02% | 613 |
|
|
2024
Q2 | $371K | Sell |
49,710
-858
| -2% | -$6.41K | 0.01% | 668 |
|
|
2024
Q1 | $362K | Buy |
+50,568
| New | +$362K | 0.01% | 648 |
|
|
2023
Q4 | – | Sell |
-30,004
| Closed | -$182K | – | 779 |
|
|
2023
Q3 | $182K | Buy |
30,004
+9,100
| +44% | +$55.1K | 0.01% | 761 |
|
|
2023
Q2 | $134K | Sell |
20,904
-1,440
| -6% | -$9.26K | 0.02% | 526 |
|
|
2023
Q1 | $147K | Sell |
22,344
-17,280
| -44% | -$114K | 0.01% | 867 |
|
|
2022
Q4 | $288K | Buy |
39,624
+16,797
| +74% | +$122K | 0.01% | 727 |
|
|
2022
Q3 | $159K | Hold |
22,827
| – | – | 0.01% | 727 |
|
|
2022
Q2 | $175K | Sell |
22,827
-7,547
| -25% | -$57.9K | 0.01% | 763 |
|
|
2022
Q1 | $261K | Buy |
30,374
+1,572
| +5% | +$13.5K | 0.01% | 709 |
|
|
2021
Q4 | $281K | Buy |
+28,802
| New | +$281K | 0.01% | 668 |
|