Berger Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Buy |
23,711
+428
| +2% | +$3.43K | 0.01% | 411 |
|
|
2025
Q1 | $185K | Buy |
23,283
+116
| +0.5% | +$923 | 0.01% | 410 |
|
|
2024
Q4 | $182K | Sell |
23,167
-350
| -1% | -$2.75K | 0.01% | 407 |
|
|
2024
Q3 | $190K | Sell |
23,517
-165
| -0.7% | -$1.33K | 0.01% | 386 |
|
|
2024
Q2 | $177K | Sell |
23,682
-1,330
| -5% | -$9.94K | 0.01% | 361 |
|
|
2024
Q1 | $180K | Sell |
25,012
-4,007
| -14% | -$28.8K | 0.01% | 356 |
|
|
2023
Q4 | $196K | Buy |
+29,019
| New | +$196K | 0.02% | 299 |
|
|
2021
Q2 | – | Sell |
-10,076
| Closed | -$96K | – | 206 |
|
|
2021
Q1 | $96K | Hold |
10,076
| – | – | 0.02% | 193 |
|
|
2020
Q4 | $96K | Buy |
+10,076
| New | +$96K | 0.02% | 203 |
|