B. Riley Wealth Advisors’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 | $401K | Buy |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $686K | Buy |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $71.9K | Sell |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $71.9K | Sell |
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|
2023
Q2 | $123K | Hold |
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|
2023
Q1 | $125K | Hold |
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|
2022
Q4 | $137K | Buy |
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|
2022
Q3 | $87K | Buy |
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|
2022
Q2 | $90K | Buy |
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|
2022
Q1 | $101K | Sell |
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|
2021
Q4 | $115K | Sell |
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|
2021
Q3 | $118K | Buy |
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|
2021
Q2 | $119K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $11 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $10.8K | Buy |
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