D.A. Davidson & Co’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
2026 Q1	$249K	Sell	33,069 -3,725	-10%	-$30.1K	﹤0.01%	1413
2025 Q4	$298K	Sell	36,794 -9,963	-21%	-$80.9K	﹤0.01%	1314
2025 Q3	$383K	Buy	46,757 +26,299	+129%	+$213K	﹤0.01%	1228
2025 Q2	$164K	Buy	20,458 +1,634	+9%	+$12.7K	﹤0.01%	1385
2025 Q1	$150K	Sell	18,824 -66	-0.3%	-$527	﹤0.01%	1353
2024 Q4	$148K	Buy	18,890 +2,632	+16%	+$21.2K	﹤0.01%	1360
2024 Q3	$131K	Sell	16,258 -700	-4%	-$5.43K	﹤0.01%	1332
2024 Q2	$127K	Sell	16,958 -6,605	-28%	-$47.4K	﹤0.01%	1315
2024 Q1	$169K	Sell	23,563 -3,033	-11%	-$21.5K	﹤0.01%	1306
2023 Q4	$180K	Buy	+26,596	New	+$169K	﹤0.01%	1272
2022 Q1	–	Sell	-21,183	Closed	-$206K	–	1308
2021 Q4	$206K	Buy	21,183 +191	+0.9%	+$1.85K	﹤0.01%	1185
2021 Q3	$208K	Buy	+20,992	New	+$209K	﹤0.01%	1140
2017 Q3	–	Sell	-2,501	Closed	-$26K	–	1565
2017 Q2	$26K	Buy	+2,501	New	+$25.4K	﹤0.01%	1745
2017 Q1	–	Sell	-664	Closed	-$6K	–	2412
2016 Q4	$6K	Hold	664	–	–	﹤0.01%	2219
2016 Q3	$6K	Buy	+664	New	+$6.83K	﹤0.01%	2154