CIA
Concurrent Investment Advisors’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 | $277K | Buy |
34,531
+1,941
| +6% | +$15.6K | 0.01% | 1092 |
|
|
2025
Q1 | $259K | Buy |
32,590
+5,089
| +19% | +$40.5K | 0.01% | 989 |
|
|
2024
Q4 | $216K | Buy |
27,501
+1,248
| +5% | +$9.81K | 0.01% | 949 |
|
|
2024
Q3 | $212K | Sell |
26,253
-1,841
| -7% | -$14.9K | 0.01% | 917 |
|
|
2024
Q2 | $210K | Buy |
28,094
+789
| +3% | +$5.89K | 0.01% | 854 |
|
|
2024
Q1 | $196K | Sell |
27,305
-2,635
| -9% | -$18.9K | 0.01% | 802 |
|
|
2023
Q4 | $202K | Buy |
+29,940
| New | +$202K | 0.01% | 762 |
|