CAL
Capital Advisors Ltd’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,820
| Closed | -$27K | – | 453 |
|
|
2019
Q1 | $27K | Hold |
2,820
| – | – | 0.01% | 318 |
|
|
2018
Q4 | $24K | Sell |
2,820
-17,804
| -86% | -$152K | 0.01% | 327 |
|
|
2018
Q3 | $191K | Hold |
20,624
| – | – | 0.05% | 152 |
|
|
2018
Q2 | $192K | Hold |
20,624
| – | – | 0.06% | 131 |
|
|
2018
Q1 | $206K | Buy |
20,624
+3,600
| +21% | +$36K | 0.07% | 122 |
|
|
2017
Q4 | $176K | Hold |
17,024
| – | – | 0.06% | 129 |
|
|
2017
Q3 | $180K | Hold |
17,024
| – | – | 0.06% | 123 |
|
|
2017
Q2 | $177K | Buy |
+17,024
| New | +$177K | 0.07% | 122 |
|