B. Riley Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
+49,977
| New | +$401K | 0.02% | 598 |
|
|
2024
Q4 | $527K | Sell |
67,050
-18,064
| -21% | -$142K | 0.02% | 679 |
|
|
2024
Q3 | $686K | Buy |
85,114
+33,773
| +66% | +$272K | 0.02% | 620 |
|
|
2024
Q2 | $387K | Buy |
51,341
+40,056
| +355% | +$302K | 0.01% | 917 |
|
|
2024
Q1 | $71.9K | Sell |
11,285
-37,391
| -77% | -$238K | ﹤0.01% | 1380 |
|
|
2023
Q4 | $329K | Buy |
48,676
+37,391
| +331% | +$253K | 0.01% | 1011 |
|
|
2023
Q3 | $71.9K | Sell |
11,285
-7,508
| -40% | -$47.9K | ﹤0.01% | 1380 |
|
|
2023
Q2 | $123K | Hold |
18,793
| – | – | ﹤0.01% | 1413 |
|
|
2023
Q1 | $125K | Hold |
18,793
| – | – | ﹤0.01% | 1358 |
|
|
2022
Q4 | $137K | Buy |
18,793
+6,406
| +52% | +$46.6K | ﹤0.01% | 1326 |
|
|
2022
Q3 | $87K | Buy |
12,387
+680
| +6% | +$4.78K | ﹤0.01% | 1341 |
|
|
2022
Q2 | $90K | Buy |
11,707
+9
| +0.1% | +$69 | ﹤0.01% | 1136 |
|
|
2022
Q1 | $101K | Sell |
11,698
-78
| -0.7% | -$673 | ﹤0.01% | 1298 |
|
|
2021
Q4 | $115K | Sell |
11,776
-64
| -0.5% | -$625 | ﹤0.01% | 1329 |
|
|
2021
Q3 | $118K | Buy |
11,840
+1
| +0% | +$10 | ﹤0.01% | 1317 |
|
|
2021
Q2 | $119K | Buy |
+11,839
| New | +$119K | ﹤0.01% | 1294 |
|
|
2015
Q1 | – | Sell |
-1,115
| Closed | -$11 | – | 1305 |
|
|
2014
Q4 | $11 | Buy |
+1,115
| New | +$11 | ﹤0.01% | 2814 |
|
|
2014
Q3 | – | Sell |
-1,115
| Closed | -$10.8K | – | 1302 |
|
|
2014
Q2 | $10.8K | Buy |
+1,115
| New | +$10.8K | ﹤0.01% | 1753 |
|