Carroll Financial Associates’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $64K | Buy |
6,800
+1,800
| +36% | +$16.9K | ﹤0.01% | 650 |
|
|
2021
Q3 | $49K | Hold |
5,000
| – | – | ﹤0.01% | 743 |
|
|
2021
Q2 | $49K | Hold |
5,000
| – | – | ﹤0.01% | 820 |
|
|
2021
Q1 | $47K | Hold |
5,000
| – | – | ﹤0.01% | 785 |
|
|
2020
Q4 | $47K | Buy |
+5,000
| New | +$47K | ﹤0.01% | 712 |
|
|
2014
Q4 | – | Sell |
-38
| Closed | – | – | 805 |
|
|
2014
Q3 | $0 | Hold |
38
| – | – | ﹤0.01% | 887 |
|
|
2014
Q2 | $0 | Hold |
38
| – | – | ﹤0.01% | 931 |
|
|
2014
Q1 | $0 | Buy |
+38
| New | – | ﹤0.01% | 899 |
|
|
2013
Q4 | – | Sell |
-38
| Closed | – | – | 841 |
|
|
2013
Q3 | $0 | Buy |
+38
| New | – | ﹤0.01% | 825 |
|