Cerity Partners’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 | $7.76M | Buy |
968,109
+185,622
| +24% | +$1.49M | 0.01% | 629 |
|
|
2025
Q1 | $6.23M | Buy |
782,487
+210,802
| +37% | +$1.68M | 0.01% | 648 |
|
|
2024
Q4 | $4.49M | Buy |
571,685
+56,142
| +11% | +$441K | 0.01% | 753 |
|
|
2024
Q3 | $4.16M | Buy |
515,543
+83,119
| +19% | +$671K | 0.01% | 779 |
|
|
2024
Q2 | $3.23M | Buy |
432,424
+89,162
| +26% | +$666K | 0.01% | 736 |
|
|
2024
Q1 | $2.47M | Buy |
343,262
+68,507
| +25% | +$493K | 0.01% | 886 |
|
|
2023
Q4 | $1.86M | Buy |
274,755
+264,703
| +2,633% | +$1.79M | 0.01% | 785 |
|
|
2023
Q3 | $63.6K | Sell |
10,052
-2,500
| -20% | -$15.8K | ﹤0.01% | 1348 |
|
|
2023
Q2 | $81.3K | Hold |
12,552
| – | – | ﹤0.01% | 1554 |
|
|
2023
Q1 | $82.6K | Hold |
12,552
| – | – | ﹤0.01% | 1780 |
|
|
2022
Q4 | $91.4K | Buy |
+12,552
| New | +$91.4K | ﹤0.01% | 1412 |
|