CPSAC
Chas P. Smith & Associates (CPS)’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 | $341K | Buy |
42,500
+25,000
| +143% | +$201K | 0.02% | 127 |
|
2025
Q1 | $139K | Buy |
17,500
+2,500
| +17% | +$19.9K | 0.01% | 163 |
|
2024
Q4 | $118K | Hold |
15,000
| – | – | 0.01% | 158 |
|
2024
Q3 | $121K | Hold |
15,000
| – | – | 0.01% | 155 |
|
2024
Q2 | $112K | Buy |
15,000
+5,000
| +50% | +$37.4K | 0.01% | 144 |
|
2024
Q1 | $71.9K | Buy |
+10,000
| New | +$71.9K | ﹤0.01% | 151 |
|