BFA
Beacon Financial Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
13,284
+52
| +0.4% | +$417 | 0.03% | 347 |
|
|
2025
Q1 | $105K | Buy |
13,232
+34
| +0.3% | +$271 | 0.03% | 325 |
|
|
2024
Q4 | $104K | Buy |
13,198
+2,007
| +18% | +$15.8K | 0.03% | 295 |
|
|
2024
Q3 | $90.3K | Buy |
11,191
+20
| +0.2% | +$161 | 0.03% | 293 |
|
|
2024
Q2 | $83.4K | Buy |
11,171
+30
| +0.3% | +$224 | 0.03% | 286 |
|
|
2024
Q1 | $80.1K | Hold |
11,141
| – | – | 0.04% | 237 |
|
|
2023
Q4 | $75.3K | Buy |
+11,141
| New | +$75.3K | 0.04% | 244 |
|