IWA
IBEX Wealth Advisors’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 | $2.52M | Buy |
314,819
+2,212
| +0.7% | +$17.7K | 0.27% | 75 |
|
|
2025
Q1 | $2.49M | Sell |
312,607
-14,098
| -4% | -$112K | 0.33% | 72 |
|
|
2024
Q4 | $2.57M | Buy |
+326,705
| New | +$2.57M | 0.3% | 76 |
|
|
2023
Q1 | – | Sell |
-389,669
| Closed | -$2.84M | – | 130 |
|
|
2022
Q4 | $2.84M | Sell |
389,669
-36,609
| -9% | -$267K | 0.64% | 51 |
|
|
2022
Q3 | $2.96M | Sell |
426,278
-16,261
| -4% | -$113K | 0.77% | 45 |
|
|
2022
Q2 | $3.39M | Sell |
442,539
-14,165
| -3% | -$108K | 0.78% | 45 |
|
|
2022
Q1 | $3.92M | Sell |
456,704
-26,539
| -5% | -$228K | 0.75% | 47 |
|
|
2021
Q4 | $4.72M | Sell |
483,243
-115,202
| -19% | -$1.12M | 0.83% | 38 |
|
|
2021
Q3 | $5.93M | Sell |
598,445
-1,287
| -0.2% | -$12.7K | 1.14% | 23 |
|
|
2021
Q2 | $5.99M | Buy |
599,732
+12,038
| +2% | +$120K | 1.2% | 20 |
|
|
2021
Q1 | $5.58M | Sell |
587,694
-73,030
| -11% | -$693K | 1.38% | 20 |
|
|
2020
Q4 | $6.28M | Buy |
660,724
+23,140
| +4% | +$220K | 1.64% | 15 |
|
|
2020
Q3 | $5.41M | Buy |
637,584
+185,426
| +41% | +$1.57M | 1.57% | 20 |
|
|
2020
Q2 | $3.72M | Buy |
452,158
+78,308
| +21% | +$644K | 1.2% | 33 |
|
|
2020
Q1 | $2.74M | Buy |
373,850
+68,313
| +22% | +$501K | 1.07% | 42 |
|
|
2019
Q4 | $3.2M | Buy |
305,537
+19,014
| +7% | +$199K | 0.98% | 45 |
|
|
2019
Q3 | $2.88M | Buy |
286,523
+11,030
| +4% | +$111K | 0.96% | 43 |
|
|
2019
Q2 | $2.73M | Buy |
275,493
+30,046
| +12% | +$298K | 0.79% | 46 |
|
|
2019
Q1 | $2.34M | Buy |
245,447
+148,996
| +154% | +$1.42M | 0.82% | 54 |
|
|
2018
Q4 | $804K | Sell |
96,451
-87
| -0.1% | -$725 | 0.37% | 62 |
|
|
2018
Q3 | $889K | Sell |
96,538
-2,674
| -3% | -$24.6K | 0.32% | 74 |
|
|
2018
Q2 | $991K | Hold |
99,212
| – | – | 0.4% | 74 |
|
|
2018
Q1 | $991K | Buy |
+99,212
| New | +$991K | 0.4% | 73 |
|
|
2017
Q4 | – | Sell |
-101,964
| Closed | -$1.08M | – | 111 |
|
|
2017
Q3 | $1.08M | Buy |
101,964
+7,519
| +8% | +$79.5K | 0.4% | 76 |
|
|
2017
Q2 | $989K | Buy |
+94,445
| New | +$989K | 0.39% | 78 |
|
|
2017
Q1 | – | Sell |
-75,219
| Closed | -$744K | – | 236 |
|
|
2016
Q4 | $744K | Sell |
75,219
-2,970
| -4% | -$29.4K | 0.36% | 80 |
|
|
2016
Q3 | $784K | Buy |
+78,189
| New | +$784K | 0.43% | 77 |
|