Creative Planning’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 | $100K | Buy |
12,482
+1,507
| +14% | +$12.1K | ﹤0.01% | 3411 |
|
|
2025
Q1 | $87.4K | Sell |
10,975
-12,130
| -52% | -$96.6K | ﹤0.01% | 3255 |
|
|
2024
Q4 | $182K | Buy |
23,105
+6,525
| +39% | +$51.3K | ﹤0.01% | 2992 |
|
|
2024
Q3 | $134K | Buy |
16,580
+4,115
| +33% | +$33.2K | ﹤0.01% | 2961 |
|
|
2024
Q2 | $93.1K | Buy |
+12,465
| New | +$93.1K | ﹤0.01% | 2837 |
|
|
2024
Q1 | – | Sell |
-13,763
| Closed | -$93K | – | 2895 |
|
|
2023
Q4 | $93K | Sell |
13,763
-88,118
| -86% | -$596K | ﹤0.01% | 2566 |
|
|
2023
Q3 | $645K | Buy |
+101,881
| New | +$645K | ﹤0.01% | 1392 |
|
|
2023
Q2 | – | Sell |
-14,060
| Closed | -$92.5K | – | 2613 |
|
|
2023
Q1 | $92.5K | Sell |
14,060
-4,625
| -25% | -$30.4K | ﹤0.01% | 2258 |
|
|
2022
Q4 | $136K | Sell |
18,685
-2,110
| -10% | -$15.4K | ﹤0.01% | 2095 |
|
|
2022
Q3 | $145K | Sell |
20,795
-8,347
| -29% | -$58.2K | ﹤0.01% | 1963 |
|
|
2022
Q2 | $223K | Sell |
29,142
-2,653
| -8% | -$20.3K | ﹤0.01% | 1800 |
|
|
2022
Q1 | $273K | Buy |
31,795
+1,390
| +5% | +$11.9K | ﹤0.01% | 1691 |
|
|
2021
Q4 | $297K | Hold |
30,405
| – | – | ﹤0.01% | 1629 |
|
|
2021
Q3 | $301K | Sell |
30,405
-2,869
| -9% | -$28.4K | ﹤0.01% | 1586 |
|
|
2021
Q2 | $332K | Sell |
33,274
-801
| -2% | -$7.99K | ﹤0.01% | 1504 |
|
|
2021
Q1 | $323K | Buy |
34,075
+1,400
| +4% | +$13.3K | ﹤0.01% | 1721 |
|
|
2020
Q4 | $310K | Sell |
32,675
-3,247
| -9% | -$30.8K | ﹤0.01% | 1584 |
|
|
2020
Q3 | $305K | Buy |
35,922
+19,545
| +119% | +$166K | ﹤0.01% | 1397 |
|
|
2020
Q2 | $135K | Sell |
16,377
-500
| -3% | -$4.12K | ﹤0.01% | 1592 |
|
|
2020
Q1 | $124K | Sell |
16,877
-335
| -2% | -$2.46K | ﹤0.01% | 1472 |
|
|
2019
Q4 | $180K | Sell |
17,212
-3,500
| -17% | -$36.6K | ﹤0.01% | 1653 |
|
|
2019
Q3 | $208K | Buy |
20,712
+3,200
| +18% | +$32.1K | ﹤0.01% | 1581 |
|
|
2019
Q2 | $174K | Sell |
17,512
-1,230
| -7% | -$12.2K | ﹤0.01% | 1651 |
|
|
2019
Q1 | $179K | Sell |
18,742
-11,339
| -38% | -$108K | ﹤0.01% | 1603 |
|
|
2018
Q4 | $251K | Buy |
30,081
+4,010
| +15% | +$33.5K | ﹤0.01% | 1334 |
|
|
2018
Q3 | $242K | Buy |
26,071
+6,751
| +35% | +$62.7K | ﹤0.01% | 1539 |
|
|
2018
Q2 | $180K | Sell |
19,320
-718
| -4% | -$6.69K | ﹤0.01% | 1649 |
|
|
2018
Q1 | $201K | Hold |
20,038
| – | – | ﹤0.01% | 1601 |
|
|
2017
Q4 | $207K | Sell |
20,038
-500
| -2% | -$5.17K | ﹤0.01% | 1574 |
|
|
2017
Q3 | $217K | Sell |
20,538
-10,314
| -33% | -$109K | ﹤0.01% | 1535 |
|
|
2017
Q2 | $321K | Buy |
30,852
+8,818
| +40% | +$91.7K | ﹤0.01% | 1237 |
|
|
2017
Q1 | $216K | Sell |
22,034
-53,055
| -71% | -$520K | ﹤0.01% | 1428 |
|
|
2016
Q4 | $739K | Buy |
75,089
+49,079
| +189% | +$483K | ﹤0.01% | 743 |
|
|
2016
Q3 | $261K | Buy |
26,010
+1,600
| +7% | +$16.1K | ﹤0.01% | 1250 |
|
|
2016
Q2 | $245K | Buy |
24,410
+1,943
| +9% | +$19.5K | ﹤0.01% | 1152 |
|
|
2016
Q1 | $210K | Buy |
22,467
+1,197
| +6% | +$11.2K | ﹤0.01% | 1182 |
|
|
2015
Q4 | $195K | Buy |
21,270
+50
| +0.2% | +$458 | ﹤0.01% | 1205 |
|
|
2015
Q3 | $191K | Hold |
21,220
| – | – | ﹤0.01% | 1213 |
|
|
2015
Q2 | $194K | Sell |
21,220
-1,797
| -8% | -$16.4K | ﹤0.01% | 868 |
|
|
2015
Q1 | $219K | Buy |
23,017
+2,917
| +15% | +$27.8K | ﹤0.01% | 1141 |
|
|
2014
Q4 | $192K | Buy |
20,100
+11,200
| +126% | +$107K | ﹤0.01% | 1158 |
|
|
2014
Q3 | $82K | Buy |
8,900
+800
| +10% | +$7.37K | ﹤0.01% | 1591 |
|
|
2014
Q2 | $79K | Sell |
8,100
-5,088
| -39% | -$49.6K | ﹤0.01% | 1565 |
|
|
2014
Q1 | $123K | Sell |
13,188
-3,203
| -20% | -$29.9K | ﹤0.01% | 1263 |
|
|
2013
Q4 | $145K | Buy |
16,391
+2,472
| +18% | +$21.9K | ﹤0.01% | 1004 |
|
|
2013
Q3 | $121K | Buy |
13,919
+3,021
| +28% | +$26.3K | ﹤0.01% | 1001 |
|
|
2013
Q2 | $104K | Buy |
+10,898
| New | +$104K | ﹤0.01% | 970 |
|