Burney Company’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
$174K Sell
21,710
-13,144
-38% -$105K 0.01% 565
2025
Q1
$277K Hold
34,854
0.01% 513
2024
Q4
$274K Sell
34,854
-6,421
-16% -$50.5K 0.01% 517
2024
Q3
$333K Buy
41,275
+541
+1% +$4.37K 0.01% 504
2024
Q2
$304K Sell
40,734
-8,179
-17% -$61.1K 0.01% 513
2024
Q1
$352K Sell
48,913
-12,787
-21% -$91.9K 0.01% 500
2023
Q4
$417K Buy
+61,700
New +$417K 0.02% 448