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

Berger Financial Group’s Portfolio JPC Stock Details JPC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$194K	Sell
2025 Q2	$190K	Buy
2025 Q1	$185K	Buy
2024 Q4	$182K	Sell
2024 Q3	$190K	Sell
2024 Q2	$177K	Sell
2024 Q1	$180K	Sell
2023 Q4	$196K	Buy
2021 Q2	–	Sell
2021 Q1	$96K	Hold
2020 Q4	$96K	Buy