CBT
CoreFirst Bank & Trust’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 | $33.7K | Buy |
+4,197
| New | +$33.7K | 0.02% | 235 |
|
|
2025
Q1 | – | Sell |
-7,699
| Closed | -$60.5K | – | 231 |
|
|
2024
Q4 | $60.5K | Hold |
7,699
| – | – | 0.04% | 200 |
|
|
2024
Q3 | $62.1K | Sell |
7,699
-2,393
| -24% | -$19.3K | 0.04% | 201 |
|
|
2024
Q2 | $75.4K | Hold |
10,092
| – | – | 0.05% | 121 |
|
|
2024
Q1 | $72.6K | Hold |
10,092
| – | – | 0.05% | 193 |
|
|
2023
Q4 | $68.2K | Buy |
10,092
+6,760
| +203% | +$45.7K | 0.05% | 198 |
|
|
2023
Q3 | $21.1K | Sell |
3,332
-4,082
| -55% | -$25.8K | 0.02% | 285 |
|
|
2023
Q2 | $48K | Hold |
7,414
| – | – | 0.03% | 226 |
|
|
2023
Q1 | $48.8K | Hold |
7,414
| – | – | 0.04% | 225 |
|
|
2022
Q4 | $54K | Hold |
7,414
| – | – | 0.04% | 234 |
|
|
2022
Q3 | $52K | Hold |
7,414
| – | – | 0.04% | 216 |
|
|
2022
Q2 | $57K | Sell |
7,414
-3,332
| -31% | -$25.6K | 0.05% | 204 |
|
|
2022
Q1 | $92K | Hold |
10,746
| – | – | 0.06% | 182 |
|
|
2021
Q4 | $105K | Hold |
10,746
| – | – | 0.07% | 185 |
|
|
2021
Q3 | $106K | Hold |
10,746
| – | – | 0.07% | 180 |
|
|
2021
Q2 | $107K | Sell |
10,746
-80
| -0.7% | -$797 | 0.07% | 183 |
|
|
2021
Q1 | $103K | Hold |
10,826
| – | – | 0.07% | 181 |
|
|
2020
Q4 | $103K | Buy |
+10,826
| New | +$103K | 0.08% | 167 |
|