Glass Jacobson Investment Advisors’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 | $180K | Sell |
22,462
-1,460
| -6% | -$11.7K | 0.07% | 186 |
|
|
2025
Q1 | $188K | Hold |
23,922
| – | – | 0.06% | 236 |
|
|
2024
Q4 | $188K | Buy |
23,922
+10,520
| +78% | +$82.7K | 0.06% | 236 |
|
|
2024
Q3 | $108K | Sell |
13,402
-2,274
| -15% | -$18.4K | 0.04% | 271 |
|
|
2024
Q2 | $117K | Sell |
15,676
-1,535
| -9% | -$11.5K | 0.04% | 256 |
|
|
2024
Q1 | $124K | Buy |
17,211
+450
| +3% | +$3.24K | 0.05% | 253 |
|
|
2023
Q4 | $113K | Buy |
16,761
+15,261
| +1,017% | +$103K | 0.05% | 253 |
|
|
2023
Q3 | $9.5K | Hold |
1,500
| – | – | ﹤0.01% | 501 |
|
|
2023
Q2 | $9.72K | Buy |
+1,500
| New | +$9.72K | ﹤0.01% | 505 |
|
|
2022
Q4 | $10.9K | Buy |
+1,500
| New | +$10.9K | 0.01% | 508 |
|