Corient Private Wealth’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Sell |
16,531
-4,205
| -20% | -$33.7K | ﹤0.01% | 2389 |
|
|
2025
Q1 | $165K | Buy |
20,736
+3,149
| +18% | +$25.1K | ﹤0.01% | 2105 |
|
|
2024
Q4 | $138K | Buy |
17,587
+1,883
| +12% | +$14.8K | ﹤0.01% | 2184 |
|
|
2024
Q3 | $127K | Sell |
15,704
-2,472
| -14% | -$19.9K | ﹤0.01% | 2263 |
|
|
2024
Q2 | $136K | Sell |
18,176
-33,117
| -65% | -$247K | ﹤0.01% | 2169 |
|
|
2024
Q1 | $369K | Buy |
51,293
+23,553
| +85% | +$169K | ﹤0.01% | 1777 |
|
|
2023
Q4 | $188K | Buy |
+27,740
| New | +$188K | ﹤0.01% | 2089 |
|