Beacon Financial Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Beacon Financial Advisory’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$107K	Buy
2025 Q1	$105K	Buy
2024 Q4	$104K	Buy
2024 Q3	$90.3K	Buy
2024 Q2	$83.4K	Buy
2024 Q1	$80.1K	Hold
2023 Q4	$75.3K	Buy