Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $345K | Buy |
|
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $347K | Buy |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $432K | Buy |
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|
2019
Q3 | $413K | Buy |
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|
2019
Q2 | $401K | Buy |
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|
2019
Q1 | $386K | Buy |
|
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|
2018
Q4 | $337K | Buy |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Sell |
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|
2017
Q4 | $33K | Buy |
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|
2017
Q3 | $12K | Hold |
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|
2017
Q2 | $12K | Hold |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $11K | Hold |
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|
2016
Q3 | $11K | Hold |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $11K | Sell |
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|
2015
Q4 | $279K | Buy |
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|
2015
Q3 | $8K | Buy |
|
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.45M | Sell |
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|
2014
Q4 | $1.72M | Buy |
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|
2014
Q3 | $931K | Sell |
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|
2014
Q2 | $1.13M | Sell |
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|
2014
Q1 | $1.19M | Buy |
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|
2013
Q4 | $1.03M | Buy |
|