Concurrent Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Concurrent Investment Advisors’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$277K	Buy
2025 Q1	$259K	Buy
2024 Q4	$216K	Buy
2024 Q3	$212K	Sell
2024 Q2	$210K	Buy
2024 Q1	$196K	Sell
2023 Q4	$202K	Buy