EverSource Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Hold |
16,645
| – | – | 0.01% | 1051 |
|
|
2025
Q1 | $132K | Hold |
16,645
| – | – | 0.01% | 809 |
|
|
2024
Q4 | $131K | Hold |
16,645
| – | – | 0.01% | 823 |
|
|
2024
Q3 | $134K | Buy |
16,645
+2,500
| +18% | +$20.2K | 0.01% | 697 |
|
|
2024
Q2 | $109K | Buy |
14,145
+7,500
| +113% | +$57.6K | 0.01% | 762 |
|
|
2024
Q1 | $46.8K | Sell |
6,645
-829
| -11% | -$5.84K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $50.5K | Buy |
+7,474
| New | +$50.5K | ﹤0.01% | 895 |
|
|
2023
Q3 | – | Sell |
-16
| Closed | -$104 | – | 2597 |
|
|
2023
Q2 | $104 | Hold |
16
| – | – | ﹤0.01% | 2441 |
|
|
2023
Q1 | $105 | Hold |
16
| – | – | ﹤0.01% | 2331 |
|
|
2022
Q4 | $116 | Hold |
16
| – | – | ﹤0.01% | 2276 |
|
|
2022
Q3 | $0 | Buy |
+16
| New | – | ﹤0.01% | 2047 |
|