BPA
Beacon Pointe Advisors’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 | $88.7K | Sell |
11,059
-800
| -7% | -$6.42K | ﹤0.01% | 1204 |
|
2025
Q1 | $94.4K | Hold |
11,859
| – | – | ﹤0.01% | 1165 |
|
2024
Q4 | $93.2K | Buy |
+11,859
| New | +$93.2K | ﹤0.01% | 1163 |
|
2024
Q3 | – | Sell |
-20,793
| Closed | -$155K | – | 1238 |
|
2024
Q2 | $155K | Sell |
20,793
-7,046
| -25% | -$52.6K | ﹤0.01% | 1189 |
|
2024
Q1 | $200K | Buy |
27,839
+10,396
| +60% | +$74.7K | ﹤0.01% | 1252 |
|
2023
Q4 | $118K | Buy |
17,443
+2,902
| +20% | +$19.6K | ﹤0.01% | 1251 |
|
2023
Q3 | $92K | Buy |
14,541
+200
| +1% | +$1.27K | ﹤0.01% | 1272 |
|
2023
Q2 | $92.9K | Hold |
14,341
| – | – | ﹤0.01% | 1045 |
|
2023
Q1 | $94.4K | Hold |
14,341
| – | – | ﹤0.01% | 1103 |
|
2022
Q4 | $104K | Sell |
14,341
-732
| -5% | -$5.33K | ﹤0.01% | 1023 |
|
2022
Q3 | $105K | Buy |
+15,073
| New | +$105K | ﹤0.01% | 960 |
|