Gerber Kawasaki Wealth & Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $109K | Buy |
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|
2025
Q2 | $106K | Buy |
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|
2025
Q1 | $104K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $104K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $99.9K | Sell |
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|
2023
Q4 | $101K | Sell |
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|
2023
Q3 | $190K | Sell |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $420K | Sell |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $885K | Sell |
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|
2022
Q1 | $1.73M | Sell |
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|
2021
Q4 | $4.78M | Buy |
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|
2021
Q3 | $158K | Sell |
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|
2021
Q2 | $4.74M | Buy |
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|
2021
Q1 | $4.17M | Buy |
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|
2020
Q4 | $3.77M | Buy |
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|
2020
Q3 | $3.23M | Sell |
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|
2020
Q2 | $3.16M | Buy |
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|
2020
Q1 | $2.04M | Buy |
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|
2019
Q4 | $744K | Buy |
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|
2019
Q3 | $378K | Buy |
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|
2019
Q2 | $140K | Hold |
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|
2019
Q1 | $135K | Sell |
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|
2018
Q4 | $129K | Sell |
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|
2018
Q3 | $280K | Sell |
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|
2018
Q2 | $682K | Sell |
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|
2018
Q1 | $1.44M | Sell |
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|
2017
Q4 | $2.09M | Buy |
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|
2017
Q3 | $1.86M | Buy |
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|
2017
Q2 | $1.63M | Buy |
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|
2017
Q1 | $1.13M | Buy |
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|
2016
Q4 | $741K | Buy |
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|
2016
Q3 | $541K | Buy |
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|
2016
Q2 | $280K | Buy |
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