Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-2,386
| Closed | -$19K | – | 891 |
|
|
2024
Q3 | $19K | Hold |
2,386
| – | – | 0.01% | 695 |
|
|
2024
Q2 | $17K | Sell |
2,386
-5
| -0.2% | -$36 | ﹤0.01% | 712 |
|
|
2024
Q1 | $17.2K | Sell |
2,391
-1,057
| -31% | -$7.6K | 0.01% | 701 |
|
|
2023
Q4 | $23K | Buy |
3,448
+2,295
| +199% | +$15.3K | 0.01% | 611 |
|
|
2023
Q3 | $7.3K | Buy |
+1,153
| New | +$7.3K | ﹤0.01% | 858 |
|
|
2023
Q1 | $13K | Buy |
+2,021
| New | +$13K | 0.01% | 735 |
|
|
2022
Q4 | – | Sell |
-1,939
| Closed | -$13K | – | 747 |
|
|
2022
Q3 | $13K | Buy |
+1,939
| New | +$13K | 0.01% | 669 |
|