Clifford Swan Investment Counsel’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 | $172K | Hold |
21,424
| – | – | 0.01% | 309 |
|
|
2025
Q1 | $171K | Hold |
21,424
| – | – | 0.01% | 306 |
|
|
2024
Q4 | $168K | Hold |
21,424
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $173K | Hold |
21,424
| – | – | 0.01% | 309 |
|
|
2024
Q2 | $160K | Hold |
21,424
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $154K | Buy |
21,424
+2,472
| +13% | +$17.8K | 0.01% | 305 |
|
|
2023
Q4 | $128K | Buy |
+18,952
| New | +$128K | 0.01% | 297 |
|