Atria Wealth Solutions’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$170K Sell
2025
Q1
$673K Buy
2024
Q4
$601K Sell
2024
Q3
$682K Buy
2024
Q2
$626K Buy
2024
Q1
$534K Sell
2023
Q4
$666K Buy
2023
Q3
$105K Buy
2023
Q2
$107K Sell
2023
Q1
$117K Sell
2022
Q4
$140K Sell
2022
Q3
$138K Buy
2022
Q2
Sell
2022
Q1
$165K Buy