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

Beacon Financial Group’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 Q3	$128K	Buy
2025 Q2	$123K	Buy
2025 Q1	$119K	Buy
2024 Q4	$116K	Buy
2024 Q3	$116K	Buy
2024 Q2	$104K	Buy
2024 Q1	$98.5K	Buy
2023 Q4	$90.8K	Buy