APWA
Atlas Private 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 |
-7,000
| Closed | -$69K | – | 447 |
|
|
2021
Q3 | $69K | Hold |
7,000
| – | – | 0.04% | 210 |
|
|
2021
Q2 | $70K | Hold |
7,000
| – | – | 0.04% | 197 |
|
|
2021
Q1 | $66K | Hold |
7,000
| – | – | 0.04% | 206 |
|
|
2020
Q4 | $67K | Hold |
7,000
| – | – | 0.04% | 188 |
|
|
2020
Q3 | $59K | Sell |
7,000
-9,000
| -56% | -$75.9K | 0.05% | 187 |
|
|
2020
Q2 | $132K | Buy |
+16,000
| New | +$132K | 0.12% | 124 |
|