CAPTRUST Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.76M | Buy |
1,092,658
+89,424
| +9% | +$717K | 0.02% | 487 |
|
|
2025
Q1 | $7.99M | Buy |
1,003,234
+99,252
| +11% | +$790K | 0.02% | 478 |
|
|
2024
Q4 | $7.11M | Buy |
903,982
+59,035
| +7% | +$464K | 0.02% | 456 |
|
|
2024
Q3 | $6.82M | Buy |
844,947
+136,709
| +19% | +$1.1M | 0.02% | 455 |
|
|
2024
Q2 | $5.29M | Buy |
708,238
+33,036
| +5% | +$247K | 0.02% | 499 |
|
|
2024
Q1 | $4.85M | Buy |
675,202
+89,054
| +15% | +$640K | 0.02% | 512 |
|
|
2023
Q4 | $3.96M | Buy |
586,148
+570,096
| +3,552% | +$3.85M | 0.01% | 635 |
|
|
2023
Q3 | $102K | Buy |
+16,052
| New | +$102K | ﹤0.01% | 2426 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$3K | – | 103 |
|
|
2014
Q2 | $3K | Sell |
300
-300
| -50% | -$3K | ﹤0.01% | 147 |
|
|
2014
Q1 | $5K | Buy |
600
+300
| +100% | +$2.5K | ﹤0.01% | 164 |
|
|
2013
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 180 |
|
|
2013
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 156 |
|
|
2013
Q2 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 177 |
|