Baystate Wealth Management’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
2023
Q4
$20.5K Buy
+3,027
New +$20.5K ﹤0.01% 553
2021
Q1
Sell
-2,673
Closed -$25K 779
2020
Q4
$25K Buy
2,673
+63
+2% +$589 ﹤0.01% 323
2020
Q3
$22K Buy
2,610
+48
+2% +$405 ﹤0.01% 311
2020
Q2
$21K Buy
+2,562
New +$21K ﹤0.01% 303