Baird Financial Group’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 | $139K | Buy |
17,356
+750
| +5% | +$6.02K | ﹤0.01% | 1729 |
|
2025
Q1 | $132K | Sell |
16,606
-334,586
| -95% | -$2.66M | ﹤0.01% | 1706 |
|
2024
Q4 | $2.76M | Sell |
351,192
-133,397
| -28% | -$1.05M | 0.01% | 877 |
|
2024
Q3 | $3.91M | Buy |
484,589
+7,324
| +2% | +$59.1K | 0.01% | 754 |
|
2024
Q2 | $3.57M | Sell |
477,265
-5,060
| -1% | -$37.8K | 0.01% | 769 |
|
2024
Q1 | $3.47M | Buy |
482,325
+323,669
| +204% | +$2.33M | 0.01% | 788 |
|
2023
Q4 | $1.07M | Buy |
158,656
+136,145
| +605% | +$920K | ﹤0.01% | 1110 |
|
2023
Q3 | $142K | Sell |
22,511
-950
| -4% | -$6.01K | ﹤0.01% | 1644 |
|
2023
Q2 | $152K | Sell |
23,461
-500
| -2% | -$3.24K | ﹤0.01% | 1631 |
|
2023
Q1 | $158K | Hold |
23,961
| – | – | ﹤0.01% | 1634 |
|
2022
Q4 | $175K | Buy |
23,961
+1,900
| +9% | +$13.9K | ﹤0.01% | 1620 |
|
2022
Q3 | $153K | Hold |
22,061
| – | – | ﹤0.01% | 1638 |
|
2022
Q2 | $169K | Sell |
22,061
-1,991
| -8% | -$15.3K | ﹤0.01% | 1715 |
|
2022
Q1 | $206K | Buy |
24,052
+1,367
| +6% | +$11.7K | ﹤0.01% | 1741 |
|
2021
Q4 | $221K | Buy |
22,685
+500
| +2% | +$4.87K | ﹤0.01% | 1789 |
|
2021
Q3 | $220K | Buy |
22,185
+10,339
| +87% | +$103K | ﹤0.01% | 1780 |
|
2021
Q2 | $118K | Buy |
11,846
+1,475
| +14% | +$14.7K | ﹤0.01% | 1724 |
|
2021
Q1 | $99K | Buy |
+10,371
| New | +$99K | ﹤0.01% | 1671 |
|
2015
Q3 | – | Sell |
-18,138
| Closed | -$166K | – | 1287 |
|
2015
Q2 | $166K | Buy |
+18,138
| New | +$166K | ﹤0.01% | 1238 |
|