Apollon 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
Q2 | $178K | Buy |
22,175
+330
| +2% | +$2.65K | ﹤0.01% | 1189 |
|
|
2025
Q1 | $174K | Sell |
21,845
-35
| -0.2% | -$279 | ﹤0.01% | 1114 |
|
|
2024
Q4 | $172K | Buy |
21,880
+9,653
| +79% | +$75.9K | ﹤0.01% | 1109 |
|
|
2024
Q3 | $98.7K | Sell |
12,227
-688
| -5% | -$5.55K | ﹤0.01% | 1092 |
|
|
2024
Q2 | $96.5K | Buy |
12,915
+1,235
| +11% | +$9.23K | ﹤0.01% | 1050 |
|
|
2024
Q1 | $84K | Sell |
11,680
-652
| -5% | -$4.69K | ﹤0.01% | 1069 |
|
|
2023
Q4 | $83.4K | Buy |
12,332
+1,123
| +10% | +$7.59K | ﹤0.01% | 1043 |
|
|
2023
Q3 | $71K | Buy |
11,209
+225
| +2% | +$1.42K | ﹤0.01% | 879 |
|
|
2023
Q2 | $71.2K | Buy |
10,984
+230
| +2% | +$1.49K | ﹤0.01% | 915 |
|
|
2023
Q1 | $70.8K | Buy |
10,754
+131
| +1% | +$862 | ﹤0.01% | 835 |
|
|
2022
Q4 | $77.3K | Buy |
10,623
+305
| +3% | +$2.22K | 0.01% | 821 |
|
|
2022
Q3 | $72K | Buy |
10,318
+206
| +2% | +$1.44K | 0.01% | 777 |
|
|
2022
Q2 | $77K | Buy |
+10,112
| New | +$77K | 0.01% | 721 |
|
|
2021
Q3 | – | Sell |
-10,089
| Closed | -$101K | – | 484 |
|
|
2021
Q2 | $101K | Buy |
+10,089
| New | +$101K | 0.02% | 361 |
|