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Concorde Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Concorde Asset Management’s Portfolio JPC Stock Details JPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$133K Sell
17,651
-700
-4% -$5.26K 0.07% 168
2024
Q4 		$144K Sell
18,351
-1,400
-7% -$11K 0.08% 176
2024
Q3 		$160K Buy
19,751
+900
+5% +$7.27K 0.09% 166
2024
Q2 		$141K Buy
+18,851
New +$141K 0.09% 157