Carson Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
45,861
-4,000
| -8% | -$32.1K | 0.23% | 101 |
|
|
2025
Q1 | $397K | Buy |
49,861
+2,428
| +5% | +$19.3K | 0.27% | 87 |
|
|
2024
Q4 | $373K | Sell |
47,433
-8,205
| -15% | -$64.5K | 0.26% | 91 |
|
|
2024
Q3 | $449K | Buy |
55,638
+18,128
| +48% | +$146K | 0.28% | 87 |
|
|
2024
Q2 | $280K | Buy |
37,510
+3,800
| +11% | +$28.4K | 0.2% | 124 |
|
|
2024
Q1 | $242K | Buy |
33,710
+14,400
| +75% | +$104K | 0.17% | 140 |
|
|
2023
Q4 | $131K | Buy |
+19,310
| New | +$131K | 0.1% | 155 |
|