Heritage Wealth Management (California)’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
2024 Q2	–	Sell	-10,985	Closed	-$79K	–	86
2024 Q1	$79K	Buy	+10,985	New	+$79K	0.06%	81