Carson Wealth (CWM LLC)’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 | $68K | Buy |
8,491
+12
| +0.1% | +$96 | ﹤0.01% | 3024 |
|
|
2025
Q1 | $67K | Sell |
8,479
-6,260
| -42% | -$49.5K | ﹤0.01% | 2727 |
|
|
2024
Q4 | $116K | Buy |
14,739
+3,889
| +36% | +$30.6K | ﹤0.01% | 2188 |
|
|
2024
Q3 | $88K | Buy |
10,850
+1,643
| +18% | +$13.3K | ﹤0.01% | 2283 |
|
|
2024
Q2 | $69K | Buy |
9,207
+74
| +0.8% | +$555 | ﹤0.01% | 2233 |
|
|
2024
Q1 | $66K | Buy |
9,133
+1,606
| +21% | +$11.6K | ﹤0.01% | 2121 |
|
|
2023
Q4 | $51K | Buy |
+7,527
| New | +$51K | ﹤0.01% | 2166 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$2K | – | 4334 |
|
|
2023
Q2 | $2K | Sell |
300
-2,000
| -87% | -$13.3K | ﹤0.01% | 3804 |
|
|
2023
Q1 | $15K | Buy |
2,300
+1,924
| +512% | +$12.5K | ﹤0.01% | 2692 |
|
|
2022
Q4 | $3K | Sell |
376
-1
| -0.3% | -$8 | ﹤0.01% | 3422 |
|
|
2022
Q3 | $3K | Buy |
377
+301
| +396% | +$2.4K | ﹤0.01% | 3310 |
|
|
2022
Q2 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 3550 |
|
|
2022
Q1 | – | Sell |
-41
| Closed | – | – | 3667 |
|
|
2021
Q4 | $0 | Buy |
+41
| New | – | ﹤0.01% | 3545 |
|
|
2021
Q2 | $1K | Hold |
122
| – | – | ﹤0.01% | 2774 |
|
|
2021
Q1 | $1K | Hold |
122
| – | – | ﹤0.01% | 2774 |
|
|
2020
Q4 | $1K | Hold |
122
| – | – | ﹤0.01% | 2774 |
|
|
2020
Q3 | $1K | Hold |
122
| – | – | ﹤0.01% | 2774 |
|
|
2020
Q2 | $1K | Hold |
122
| – | – | ﹤0.01% | 2774 |
|
|
2020
Q1 | $1K | Hold |
122
| – | – | ﹤0.01% | 2774 |
|
|
2019
Q4 | $1K | Hold |
122
| – | – | ﹤0.01% | 2774 |
|
|
2019
Q3 | $1K | Hold |
122
| – | – | ﹤0.01% | 2774 |
|
|
2019
Q2 | $1K | Hold |
122
| – | – | ﹤0.01% | 2774 |
|
|
2019
Q1 | $1K | Buy |
+122
| New | +$1K | ﹤0.01% | 2774 |
|