Gerber Kawasaki Wealth & Investment Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
13,159
+110
| +0.8% | +$882 | ﹤0.01% | 312 |
|
|
2025
Q1 | $104K | Buy |
+13,049
| New | +$104K | ﹤0.01% | 290 |
|
|
2024
Q4 | – | Sell |
-12,840
| Closed | -$104K | – | 293 |
|
|
2024
Q3 | $104K | Buy |
+12,840
| New | +$104K | ﹤0.01% | 285 |
|
|
2024
Q2 | – | Sell |
-13,899
| Closed | -$99.9K | – | 292 |
|
|
2024
Q1 | $99.9K | Sell |
13,899
-1,056
| -7% | -$7.59K | 0.01% | 277 |
|
|
2023
Q4 | $101K | Sell |
14,955
-15,095
| -50% | -$102K | 0.01% | 257 |
|
|
2023
Q3 | $190K | Sell |
30,050
-7,420
| -20% | -$47K | 0.01% | 242 |
|
|
2023
Q2 | $243K | Sell |
37,470
-13,100
| -26% | -$84.9K | 0.02% | 225 |
|
|
2023
Q1 | $333K | Sell |
50,570
-7,091
| -12% | -$46.7K | 0.03% | 188 |
|
|
2022
Q4 | $420K | Sell |
57,661
-34,300
| -37% | -$250K | 0.04% | 172 |
|
|
2022
Q3 | $639K | Sell |
91,961
-23,828
| -21% | -$166K | 0.06% | 137 |
|
|
2022
Q2 | $885K | Sell |
115,789
-85,850
| -43% | -$656K | 0.08% | 122 |
|
|
2022
Q1 | $1.73M | Sell |
201,639
-288,287
| -59% | -$2.47M | 0.14% | 87 |
|
|
2021
Q4 | $4.78M | Buy |
489,926
+489,768
| +309,980% | +$4.78M | 0.38% | 51 |
|
|
2021
Q3 | $158K | Sell |
158
-474,710
| -100% | -$475M | 0.02% | 200 |
|
|
2021
Q2 | $4.74M | Buy |
474,868
+35,012
| +8% | +$349K | 0.48% | 43 |
|
|
2021
Q1 | $4.17M | Buy |
439,856
+43,050
| +11% | +$409K | 0.5% | 42 |
|
|
2020
Q4 | $3.77M | Buy |
396,806
+16,500
| +4% | +$157K | 0.52% | 38 |
|
|
2020
Q3 | $3.23M | Sell |
380,306
-3,712
| -1% | -$31.5K | 0.69% | 31 |
|
|
2020
Q2 | $3.16M | Buy |
384,018
+106,067
| +38% | +$873K | 0.7% | 35 |
|
|
2020
Q1 | $2.04M | Buy |
277,951
+206,731
| +290% | +$1.52M | 0.58% | 42 |
|
|
2019
Q4 | $744K | Buy |
71,220
+33,600
| +89% | +$351K | 0.19% | 69 |
|
|
2019
Q3 | $378K | Buy |
37,620
+23,400
| +165% | +$235K | 0.11% | 92 |
|
|
2019
Q2 | $140K | Hold |
14,220
| – | – | 0.04% | 115 |
|
|
2019
Q1 | $135K | Sell |
14,220
-1,250
| -8% | -$11.9K | 0.04% | 114 |
|
|
2018
Q4 | $129K | Sell |
15,470
-15,000
| -49% | -$125K | 0.05% | 107 |
|
|
2018
Q3 | $280K | Sell |
30,470
-42,000
| -58% | -$386K | 0.08% | 98 |
|
|
2018
Q2 | $682K | Sell |
72,470
-71,730
| -50% | -$675K | 0.2% | 56 |
|
|
2018
Q1 | $1.44M | Sell |
144,200
-57,721
| -29% | -$578K | 0.46% | 44 |
|
|
2017
Q4 | $2.09M | Buy |
201,921
+25,963
| +15% | +$268K | 0.72% | 34 |
|
|
2017
Q3 | $1.86M | Buy |
175,958
+20,125
| +13% | +$213K | 0.68% | 40 |
|
|
2017
Q2 | $1.63M | Buy |
155,833
+41,067
| +36% | +$430K | 0.62% | 38 |
|
|
2017
Q1 | $1.13M | Buy |
114,766
+39,446
| +52% | +$388K | 0.49% | 45 |
|
|
2016
Q4 | $741K | Buy |
75,320
+21,320
| +39% | +$210K | 0.39% | 53 |
|
|
2016
Q3 | $541K | Buy |
54,000
+26,000
| +93% | +$260K | 0.31% | 57 |
|
|
2016
Q2 | $280K | Buy |
+28,000
| New | +$280K | 0.18% | 74 |
|