Fortitude Advisory Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
25,561
| – | – | 0.12% | 191 |
|
|
2025
Q1 | $187K | Buy |
25,561
+341
| +1% | +$2.49K | 0.13% | 178 |
|
|
2024
Q4 | $198K | Hold |
25,220
| – | – | 0.12% | 180 |
|
|
2024
Q3 | $204K | Buy |
25,220
+923
| +4% | +$7.45K | 0.13% | 190 |
|
|
2024
Q2 | $181K | Hold |
24,297
| – | – | 0.11% | 182 |
|
|
2024
Q1 | $175K | Buy |
24,297
+3,699
| +18% | +$26.6K | 0.1% | 200 |
|
|
2023
Q4 | $139K | Buy |
20,598
+9,027
| +78% | +$61K | 0.08% | 210 |
|
|
2023
Q3 | $73.2K | Hold |
11,571
| – | – | 0.05% | 201 |
|
|
2023
Q2 | $75K | Buy |
+11,571
| New | +$75K | 0.06% | 203 |
|
|
2022
Q2 | – | Sell |
-9,971
| Closed | -$86K | – | 753 |
|
|
2022
Q1 | $86K | Buy |
9,971
+1,170
| +13% | +$10.1K | 0.05% | 372 |
|
|
2021
Q4 | $86K | Buy |
+8,801
| New | +$86K | 0.04% | 378 |
|