Caldwell Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.04K | Hold |
669
| – | – | ﹤0.01% | 711 |
|
|
2025
Q4 | $5.43K | Hold |
669
| – | – | ﹤0.01% | 691 |
|
|
2025
Q3 | $5.49K | Sell |
669
-417
| -38% | -$3.38K | ﹤0.01% | 686 |
|
|
2025
Q2 | $8.71K | Sell |
1,086
-180
| -14% | -$1.4K | ﹤0.01% | 645 |
|
|
2025
Q1 | $10.1K | Hold |
1,266
| – | – | ﹤0.01% | 635 |
|
|
2024
Q4 | $9.95K | Sell |
1,266
-642
| -34% | -$5.16K | ﹤0.01% | 610 |
|
|
2024
Q3 | $15.4K | Hold |
1,908
| – | – | ﹤0.01% | 578 |
|
|
2024
Q2 | $14.3K | Hold |
1,908
| – | – | ﹤0.01% | 582 |
|
|
2024
Q1 | $13.7K | Sell |
1,908
-180
| -9% | -$1.28K | ﹤0.01% | 596 |
|
|
2023
Q4 | $14.1K | Buy |
2,088
+1,419
| +212% | +$9.03K | ﹤0.01% | 583 |
|
|
2023
Q3 | $4.24K | Hold |
669
| – | – | ﹤0.01% | 655 |
|
|
2023
Q2 | $4.33K | Hold |
669
| – | – | ﹤0.01% | 682 |
|
|
2023
Q1 | $4.4K | Hold |
669
| – | – | ﹤0.01% | 673 |
|
|
2022
Q4 | $4.87K | Hold |
669
| – | – | ﹤0.01% | 660 |
|
|
2022
Q3 | $4.65K | Hold |
669
| – | – | ﹤0.01% | 661 |
|
|
2022
Q2 | $5.12K | Hold |
669
| – | – | ﹤0.01% | 676 |
|
|
2022
Q1 | $5.74K | Hold |
669
| – | – | ﹤0.01% | 678 |
|
|
2021
Q4 | $6.53K | Hold |
669
| – | – | ﹤0.01% | 662 |
|
|
2021
Q3 | $6.62K | Hold |
669
| – | – | ﹤0.01% | 657 |
|
|
2021
Q2 | $6.68K | Hold |
669
| – | – | ﹤0.01% | 663 |
|
|
2021
Q1 | $6.35K | Hold |
669
| – | – | ﹤0.01% | 660 |
|
|
2020
Q4 | $6.36K | Hold |
669
| – | – | ﹤0.01% | 654 |
|
|
2020
Q3 | $5.68K | Hold |
669
| – | – | ﹤0.01% | 654 |
|
|
2020
Q2 | $5.51K | Hold |
669
| – | – | ﹤0.01% | 684 |
|
|
2020
Q1 | $4.91K | Hold |
669
| – | – | ﹤0.01% | 698 |
|
|
2019
Q4 | $7K | Buy |
+669
| New | +$6.8K | ﹤0.01% | 713 |
|
Other funds holding JPC
GC
