Caldwell Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.71K | Sell |
1,086
-180
|
|
||||
|
2025
Q1 | $10.1K | Hold |
1,266
|
|
||||
|
2024
Q4 | $9.95K | Sell |
1,266
-642
|
|
||||
|
2024
Q3 | $15.4K | Hold |
1,908
|
|
||||
|
2024
Q2 | $14.3K | Hold |
1,908
|
|
||||
|
2024
Q1 | $13.7K | Sell |
1,908
-180
|
|
||||
|
2023
Q4 | $14.1K | Buy |
2,088
+1,419
|
|
||||
|
2023
Q3 | $4.24K | Hold |
669
|
|
||||
|
2023
Q2 | $4.33K | Hold |
669
|
|
||||
|
2023
Q1 | $4.4K | Hold |
669
|
|
||||
|
2022
Q4 | $4.87K | Hold |
669
|
|
||||
|
2022
Q3 | $4.65K | Hold |
669
|
|
||||
|
2022
Q2 | $5.12K | Hold |
669
|
|
||||
|
2022
Q1 | $5.74K | Hold |
669
|
|
||||
|
2021
Q4 | $6.53K | Hold |
669
|
|
||||
|
2021
Q3 | $6.62K | Hold |
669
|
|
||||
|
2021
Q2 | $6.68K | Hold |
669
|
|
||||
|
2021
Q1 | $6.35K | Hold |
669
|
|
||||
|
2020
Q4 | $6.36K | Hold |
669
|
|
||||
|
2020
Q3 | $5.68K | Hold |
669
|
|
||||
|
2020
Q2 | $5.51K | Hold |
669
|
|
||||
|
2020
Q1 | $4.91K | Hold |
669
|
|
||||
|
2019
Q4 | $7K | Buy |
+669
|
|