FAM
Formidable Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-14,500
| Closed | -$153K | – | 157 |
|
2017
Q3 | $153K | Buy |
+14,500
| New | +$153K | 0.06% | 189 |
|
2017
Q2 | – | Sell |
-14,500
| Closed | -$148K | – | 183 |
|
2017
Q1 | $148K | Buy |
+14,500
| New | +$148K | 0.06% | 182 |
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$14K | – | 301 |
|
2016
Q1 | $14K | Hold |
1,500
| – | – | 0.01% | 308 |
|
2015
Q4 | $14K | Sell |
1,500
-700
| -32% | -$6.53K | 0.01% | 346 |
|
2015
Q3 | $19K | Hold |
2,200
| – | – | 0.01% | 317 |
|
2015
Q2 | $20K | Hold |
2,200
| – | – | 0.01% | 290 |
|
2015
Q1 | $21K | Sell |
2,200
-852
| -28% | -$8.13K | 0.01% | 275 |
|
2014
Q4 | $29K | Hold |
3,052
| – | – | 0.02% | 242 |
|
2014
Q3 | $29K | Hold |
3,052
| – | – | 0.02% | 235 |
|
2014
Q2 | $30K | Hold |
3,052
| – | – | 0.02% | 247 |
|
2014
Q1 | $29K | Hold |
3,052
| – | – | 0.02% | 231 |
|
2013
Q4 | $28K | Hold |
3,052
| – | – | 0.02% | 245 |
|
2013
Q3 | $27K | Buy |
+3,052
| New | +$27K | 0.02% | 215 |
|