Herold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,092
| Closed | -$66.4K | – | 243 |
|
|
2023
Q1 | $66.4K | Buy |
10,092
+1
| +0% | +$7 | 0.02% | 230 |
|
|
2022
Q4 | $73.5K | Buy |
+10,091
| New | +$73.5K | 0.03% | 204 |
|
|
2022
Q2 | – | Sell |
-7,852
| Closed | -$67.4K | – | 429 |
|
|
2022
Q1 | $67.4K | Buy |
+7,852
| New | +$67.4K | 0.02% | 331 |
|
|
2021
Q4 | – | Sell |
-8,452
| Closed | -$83K | – | 419 |
|
|
2021
Q3 | $83K | Buy |
+8,452
| New | +$83K | 0.03% | 299 |
|