Arkadios Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-577
| Closed | -$5K | – | 1201 |
|
|
2021
Q3 | $5K | Sell |
577
-4,353
| -88% | -$37.7K | ﹤0.01% | 1598 |
|
|
2021
Q2 | $49K | Buy |
4,930
+3,970
| +414% | +$39.5K | 0.01% | 937 |
|
|
2021
Q1 | $9K | Sell |
960
-398
| -29% | -$3.73K | ﹤0.01% | 1224 |
|
|
2020
Q4 | $12K | Buy |
+1,358
| New | +$12K | ﹤0.01% | 908 |
|