Concord Wealth 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 | $18.6K | Buy |
2,316
+53
| +2% | +$425 | ﹤0.01% | 473 |
|
|
2025
Q1 | $18K | Buy |
2,263
+235
| +12% | +$1.87K | ﹤0.01% | 442 |
|
|
2024
Q4 | $15.9K | Buy |
2,028
+5
| +0.2% | +$39 | ﹤0.01% | 484 |
|
|
2024
Q3 | $16.3K | Buy |
2,023
+52
| +3% | +$420 | ﹤0.01% | 503 |
|
|
2024
Q2 | $14.7K | Buy |
1,971
+38
| +2% | +$284 | ﹤0.01% | 468 |
|
|
2024
Q1 | $13.9K | Buy |
1,933
+26
| +1% | +$187 | ﹤0.01% | 540 |
|
|
2023
Q4 | $12.9K | Buy |
+1,907
| New | +$12.9K | ﹤0.01% | 538 |
|