Atria Wealth Solutions’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Sell |
20,922
-63,159
| -75% | -$513K | ﹤0.01% | 1404 |
|
|
2025
Q1 | $673K | Buy |
84,081
+7,608
| +10% | +$60.9K | 0.01% | 1045 |
|
|
2024
Q4 | $601K | Sell |
76,473
-7,670
| -9% | -$60.3K | 0.01% | 1160 |
|
|
2024
Q3 | $682K | Buy |
84,143
+856
| +1% | +$6.94K | 0.01% | 1075 |
|
|
2024
Q2 | $626K | Buy |
83,287
+9,418
| +13% | +$70.8K | 0.01% | 1113 |
|
|
2024
Q1 | $534K | Sell |
73,869
-24,648
| -25% | -$178K | 0.01% | 1225 |
|
|
2023
Q4 | $666K | Buy |
98,517
+82,092
| +500% | +$555K | 0.01% | 1052 |
|
|
2023
Q3 | $105K | Buy |
16,425
+100
| +0.6% | +$637 | ﹤0.01% | 1763 |
|
|
2023
Q2 | $107K | Sell |
16,325
-1,300
| -7% | -$8.48K | ﹤0.01% | 1772 |
|
|
2023
Q1 | $117K | Sell |
17,625
-1,600
| -8% | -$10.6K | ﹤0.01% | 1734 |
|
|
2022
Q4 | $140K | Sell |
19,225
-500
| -3% | -$3.64K | ﹤0.01% | 1657 |
|
|
2022
Q3 | $138K | Buy |
+19,725
| New | +$138K | ﹤0.01% | 1595 |
|
|
2022
Q2 | – | Sell |
-19,125
| Closed | -$165K | – | 1740 |
|
|
2022
Q1 | $165K | Buy |
+19,125
| New | +$165K | ﹤0.01% | 1623 |
|