Hazlett, Burt & Watson’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Buy |
4,828
+249
| +5% | +$2.01K | 0.02% | 412 |
|
|
2025
Q1 | $37K | Buy |
4,579
+32
| +0.7% | +$259 | 0.02% | 392 |
|
|
2024
Q4 | $37K | Sell |
4,547
-1,329
| -23% | -$10.8K | 0.02% | 390 |
|
|
2024
Q3 | $48K | Buy |
5,876
+83
| +1% | +$678 | 0.02% | 359 |
|
|
2024
Q2 | $42K | Buy |
5,793
+61
| +1% | +$442 | 0.02% | 357 |
|
|
2024
Q1 | $41K | Buy |
5,732
+41
| +0.7% | +$293 | 0.02% | 350 |
|
|
2023
Q4 | $39K | Buy |
5,691
+3,491
| +159% | +$23.9K | 0.03% | 341 |
|
|
2023
Q3 | $14K | Sell |
2,200
-1,472
| -40% | -$9.37K | 0.01% | 459 |
|
|
2023
Q2 | $24K | Hold |
3,672
| – | – | 0.02% | 391 |
|
|
2023
Q1 | $24K | Hold |
3,672
| – | – | 0.02% | 365 |
|
|
2022
Q4 | $27K | Hold |
3,672
| – | – | 0.02% | 348 |
|
|
2022
Q3 | $25K | Buy |
3,672
+11
| +0.3% | +$75 | 0.02% | 346 |
|
|
2022
Q2 | $28K | Buy |
3,661
+27
| +0.7% | +$207 | 0.03% | 337 |
|
|
2022
Q1 | $31K | Buy |
+3,634
| New | +$31K | 0.02% | 341 |
|