Caldwell Sutter Capital’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 | $218K | Hold |
27,144
| – | – | 0.1% | 192 |
|
2025
Q1 | $216K | Hold |
27,144
| – | – | 0.1% | 184 |
|
2024
Q4 | $213K | Hold |
27,144
| – | – | 0.1% | 198 |
|
2024
Q3 | $219K | Hold |
27,144
| – | – | 0.1% | 194 |
|
2024
Q2 | $203K | Hold |
27,144
| – | – | 0.1% | 196 |
|
2024
Q1 | $195K | Sell |
27,144
-6,720
| -20% | -$48.3K | 0.09% | 200 |
|
2023
Q4 | $229K | Buy |
+33,864
| New | +$229K | 0.12% | 172 |
|