Avantax Advisory Services’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 | $350K | Sell |
43,649
-824
| -2% | -$6.61K | ﹤0.01% | 1803 |
|
|
2025
Q1 | $354K | Sell |
44,473
-6,230
| -12% | -$49.6K | ﹤0.01% | 1718 |
|
|
2024
Q4 | $399K | Buy |
50,703
+9,714
| +24% | +$76.4K | ﹤0.01% | 1596 |
|
|
2024
Q3 | $331K | Sell |
40,989
-687
| -2% | -$5.54K | ﹤0.01% | 1684 |
|
|
2024
Q2 | $311K | Buy |
41,676
+6,000
| +17% | +$44.8K | ﹤0.01% | 1673 |
|
|
2024
Q1 | $257K | Sell |
35,676
-1,343
| -4% | -$9.66K | ﹤0.01% | 1395 |
|
|
2023
Q4 | $250K | Buy |
+37,019
| New | +$250K | ﹤0.01% | 1338 |
|
|
2023
Q2 | – | Sell |
-10,141
| Closed | -$66.7K | – | 1542 |
|
|
2023
Q1 | $66.7K | Buy |
+10,141
| New | +$66.7K | ﹤0.01% | 1438 |
|
|
2022
Q4 | – | Sell |
-16,164
| Closed | -$112K | – | 1440 |
|
|
2022
Q3 | $112K | Sell |
16,164
-3,566
| -18% | -$24.7K | ﹤0.01% | 1266 |
|
|
2022
Q2 | $151K | Buy |
19,730
+678
| +4% | +$5.19K | ﹤0.01% | 1227 |
|
|
2022
Q1 | $165K | Sell |
19,052
-68
| -0.4% | -$589 | ﹤0.01% | 1213 |
|
|
2021
Q4 | $187K | Buy |
19,120
+3,251
| +20% | +$31.8K | ﹤0.01% | 1181 |
|
|
2021
Q3 | $158K | Sell |
15,869
-1,601
| -9% | -$15.9K | ﹤0.01% | 1130 |
|
|
2021
Q2 | $175K | Buy |
17,470
+106
| +0.6% | +$1.06K | ﹤0.01% | 1090 |
|
|
2021
Q1 | $165K | Sell |
17,364
-26
| -0.1% | -$247 | ﹤0.01% | 977 |
|
|
2020
Q4 | $166K | Sell |
17,390
-5,543
| -24% | -$52.9K | ﹤0.01% | 894 |
|
|
2020
Q3 | $196K | Sell |
22,933
-3,041
| -12% | -$26K | ﹤0.01% | 1231 |
|
|
2020
Q2 | $213K | Sell |
25,974
-1,540
| -6% | -$12.6K | 0.01% | 764 |
|
|
2020
Q1 | $202K | Sell |
27,514
-433
| -2% | -$3.18K | 0.01% | 719 |
|
|
2019
Q4 | $293K | Buy |
27,947
+1,725
| +7% | +$18.1K | 0.01% | 633 |
|
|
2019
Q3 | $264K | Sell |
26,222
-13,288
| -34% | -$134K | 0.01% | 464 |
|
|
2019
Q2 | $392K | Buy |
39,510
+3,090
| +8% | +$30.7K | 0.02% | 338 |
|
|
2019
Q1 | $347K | Buy |
36,420
+13,922
| +62% | +$133K | 0.02% | 328 |
|
|
2018
Q4 | $186K | Buy |
+22,498
| New | +$186K | 0.03% | 385 |
|