Creative Planning’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Buy |
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|
2025
Q2 | $100K | Buy |
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|
2025
Q1 | $87.4K | Sell |
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|
2024
Q4 | $182K | Buy |
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|
2024
Q3 | $134K | Buy |
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|
2024
Q2 | $93.1K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $93K | Sell |
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|
2023
Q3 | $645K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $92.5K | Sell |
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|
2022
Q4 | $136K | Sell |
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|
2022
Q3 | $145K | Sell |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $301K | Sell |
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|
2021
Q2 | $332K | Sell |
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|
2021
Q1 | $323K | Buy |
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|
2020
Q4 | $310K | Sell |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $135K | Sell |
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|
2020
Q1 | $124K | Sell |
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|
2019
Q4 | $180K | Sell |
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|
2019
Q3 | $208K | Buy |
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|
2019
Q2 | $174K | Sell |
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|
2019
Q1 | $179K | Sell |
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|
2018
Q4 | $251K | Buy |
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|
2018
Q3 | $242K | Buy |
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|
2018
Q2 | $180K | Sell |
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|
2018
Q1 | $201K | Hold |
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|
2017
Q4 | $207K | Sell |
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|
2017
Q3 | $217K | Sell |
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|
2017
Q2 | $321K | Buy |
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|
2017
Q1 | $216K | Sell |
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|
2016
Q4 | $739K | Buy |
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|
2016
Q3 | $261K | Buy |
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|
2016
Q2 | $245K | Buy |
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|
2016
Q1 | $210K | Buy |
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|
2015
Q4 | $195K | Buy |
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|
2015
Q3 | $191K | Hold |
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|
2015
Q2 | $194K | Sell |
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|
2015
Q1 | $219K | Buy |
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|
2014
Q4 | $192K | Buy |
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|
2014
Q3 | $82K | Buy |
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|
2014
Q2 | $79K | Sell |
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|
2014
Q1 | $123K | Sell |
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|
2013
Q4 | $145K | Buy |
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|
2013
Q3 | $121K | Buy |
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|
2013
Q2 | $104K | Buy |
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