DWP

Daymark Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-33,814	Closed	-$229K	–	434
2023 Q4	$229K	Buy	+33,814	New	+$229K	0.01%	367
2023 Q2	–	Sell	-19,609	Closed	-$129K	–	384
2023 Q1	$129K	Buy	+19,609	New	+$129K	0.02%	289