Greatmark Investment Partners’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 | $8.11M | Buy |
1,011,715
+13,150
| +1% | +$105K | 1.02% | 30 |
|
|
2025
Q1 | $7.95M | Buy |
998,565
+4,555
| +0.5% | +$36.3K | 1.08% | 29 |
|
|
2024
Q4 | $7.81M | Sell |
994,010
-28,232
| -3% | -$222K | 1.06% | 28 |
|
|
2024
Q3 | $8.25M | Sell |
1,022,242
-7,854
| -0.8% | -$63.4K | 1.12% | 28 |
|
|
2024
Q2 | $7.69M | Buy |
1,030,096
+62,860
| +6% | +$470K | 1.12% | 29 |
|
|
2024
Q1 | $6.95M | Buy |
967,236
+104,523
| +12% | +$752K | 0.99% | 33 |
|
|
2023
Q4 | $5.83M | Buy |
+862,713
| New | +$5.83M | 0.91% | 33 |
|