AXS Investments’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-20,000
| Closed | -$144K | – | 265 |
|
2024
Q1 | $144K | Sell |
20,000
-7,000
| -26% | -$50.3K | 0.03% | 286 |
|
2023
Q4 | $183K | Buy |
+27,000
| New | +$183K | 0.04% | 293 |
|
2022
Q4 | – | Sell |
-95,190
| Closed | -$662K | – | 358 |
|
2022
Q3 | $662K | Sell |
95,190
-74,810
| -44% | -$520K | 0.26% | 148 |
|
2022
Q2 | $1.3M | Buy |
+170,000
| New | +$1.3M | 0.46% | 53 |
|
2021
Q4 | – | Sell |
-50,264
| Closed | -$498K | – | 210 |
|
2021
Q3 | $498K | Buy |
+50,264
| New | +$498K | 0.19% | 54 |
|