CHJWM
Carlton Hofferkamp & Jenks Wealth Management’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 | $96.7K | Hold |
12,000
| – | – | 0.04% | 140 |
|
|
2025
Q1 | $87.6K | Hold |
12,000
| – | – | 0.04% | 133 |
|
|
2024
Q4 | $96.5K | Hold |
12,000
| – | – | 0.04% | 134 |
|
|
2024
Q3 | $96.1K | Hold |
12,000
| – | – | 0.04% | 137 |
|
|
2024
Q2 | $91.8K | Hold |
12,000
| – | – | 0.04% | 139 |
|
|
2024
Q1 | $83.6K | Hold |
12,000
| – | – | 0.04% | 129 |
|
|
2023
Q4 | $85.2K | Hold |
12,000
| – | – | 0.04% | 133 |
|
|
2023
Q3 | $72K | Sell |
12,000
-8,500
| -41% | -$51K | 0.03% | 126 |
|
|
2023
Q2 | $134K | Sell |
20,500
-11,000
| -35% | -$72.2K | 0.06% | 135 |
|
|
2023
Q1 | $192K | Hold |
31,500
| – | – | 0.09% | 129 |
|
|
2022
Q4 | $245K | Buy |
+31,500
| New | +$245K | 0.11% | 121 |
|