Beacon Capital Management LLC (Tennessee)’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 | $114K | Hold |
14,258
| – | – | 0.02% | 186 |
|
2025
Q1 | $113K | Sell |
14,258
-218
| -2% | -$1.74K | 0.02% | 180 |
|
2024
Q4 | $114K | Buy |
14,476
+1,254
| +9% | +$9.86K | 0.01% | 171 |
|
2024
Q3 | $107K | Buy |
13,222
+11
| +0.1% | +$89 | 0.02% | 187 |
|
2024
Q2 | $98.7K | Buy |
13,211
+8
| +0.1% | +$60 | 0.02% | 173 |
|
2024
Q1 | $94.9K | Buy |
13,203
+403
| +3% | +$2.9K | 0.02% | 176 |
|
2023
Q4 | $81K | Hold |
12,800
| – | – | 0.02% | 159 |
|
2023
Q3 | $82.9K | Hold |
12,800
| – | – | 0.02% | 170 |
|
2023
Q2 | $82.9K | Hold |
12,800
| – | – | 0.02% | 170 |
|
2023
Q1 | $84.2K | Hold |
12,800
| – | – | 0.02% | 161 |
|
2022
Q4 | $93.2K | Hold |
12,800
| – | – | 0.03% | 152 |
|
2022
Q3 | $98K | Hold |
12,800
| – | – | 0.03% | 140 |
|
2022
Q2 | $110K | Hold |
12,800
| – | – | 0.03% | 145 |
|
2022
Q1 | $110K | Buy |
+12,800
| New | +$110K | 0.03% | 145 |
|