Belpointe Asset Management’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 | $120K | Sell |
14,964
-1,582
| -10% | -$12.7K | 0.01% | 903 |
|
2025
Q1 | $132K | Hold |
16,546
| – | – | 0.01% | 881 |
|
2024
Q4 | $130K | Hold |
16,546
| – | – | 0.01% | 821 |
|
2024
Q3 | $134K | Hold |
16,546
| – | – | 0.01% | 830 |
|
2024
Q2 | $124K | Hold |
16,546
| – | – | 0.01% | 748 |
|
2024
Q1 | $119K | Hold |
16,546
| – | – | 0.01% | 765 |
|
2023
Q4 | $112K | Buy |
+16,546
| New | +$112K | 0.01% | 687 |
|
2023
Q2 | – | Sell |
-1,627
| Closed | -$10.7K | – | 2020 |
|
2023
Q1 | $10.7K | Hold |
1,627
| – | – | ﹤0.01% | 2682 |
|
2022
Q4 | $11.8K | Buy |
+1,627
| New | +$11.8K | ﹤0.01% | 2530 |
|