IBEX Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $2.57M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $2.96M | Sell |
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|
2022
Q2 | $3.38M | Sell |
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|
2022
Q1 | $3.92M | Sell |
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|
2021
Q4 | $4.72M | Sell |
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|
2021
Q3 | $5.92M | Sell |
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|
2021
Q2 | $5.99M | Buy |
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|
2021
Q1 | $5.58M | Sell |
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|
2020
Q4 | $6.28M | Buy |
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|
2020
Q3 | $5.41M | Buy |
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|
2020
Q2 | $3.72M | Buy |
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|
2020
Q1 | $2.74M | Buy |
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|
2019
Q4 | $3.2M | Buy |
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|
2019
Q3 | $2.88M | Buy |
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|
2019
Q2 | $2.73M | Buy |
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|
2019
Q1 | $2.34M | Buy |
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|
2018
Q4 | $804K | Sell |
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|
2018
Q3 | $889K | Sell |
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|
2018
Q2 | $991K | Hold |
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|
2018
Q1 | $991K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.08M | Buy |
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|
2017
Q2 | $989K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $744K | Sell |
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|
2016
Q3 | $784K | Buy |
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