CWM
Centurion 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 | $550K | Sell |
68,529
-849
| -1% | -$6.81K | 0.16% | 111 |
|
|
2025
Q1 | $545K | Hold |
69,378
| – | – | 0.17% | 94 |
|
|
2024
Q4 | $545K | Buy |
69,378
+11,143
| +19% | +$87.6K | 0.17% | 94 |
|
|
2024
Q3 | $470K | Buy |
+58,235
| New | +$470K | 0.15% | 106 |
|
|
2024
Q1 | $334K | Buy |
46,476
+21,551
| +86% | +$155K | 0.13% | 112 |
|
|
2023
Q4 | $168K | Buy |
+24,925
| New | +$168K | 0.07% | 164 |
|