Coppell Advisory Solutions’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,105
| Closed | -$8.73K | – | 1136 |
|
|
2024
Q4 | $8.73K | Hold |
1,105
| – | – | ﹤0.01% | 1157 |
|
|
2024
Q3 | $8.91K | Hold |
1,105
| – | – | ﹤0.01% | 1120 |
|
|
2024
Q2 | $8.25K | Buy |
+1,105
| New | +$8.25K | ﹤0.01% | 1072 |
|
|
2023
Q4 | $7.47K | Buy |
1,105
+304
| +38% | +$2.06K | ﹤0.01% | 1010 |
|
|
2023
Q3 | $5.83K | Hold |
801
| – | – | ﹤0.01% | 692 |
|
|
2023
Q2 | $5.15K | Buy |
+801
| New | +$5.15K | ﹤0.01% | 850 |
|
|
2023
Q1 | – | Sell |
-801
| Closed | -$5.83K | – | 670 |
|
|
2022
Q4 | $5.83K | Buy |
+801
| New | +$5.83K | ﹤0.01% | 696 |
|