IFP Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$3.74K | – | 3383 |
|
|
2024
Q2 | $3.74K | Buy |
+500
| New | +$3.74K | ﹤0.01% | 2653 |
|
|
2023
Q2 | – | Sell |
-7,185
| Closed | -$71.1K | – | 3514 |
|
|
2023
Q1 | $71.1K | Buy |
7,185
+3,874
| +117% | +$38.4K | ﹤0.01% | 1412 |
|
|
2022
Q4 | $34K | Sell |
3,311
-588
| -15% | -$6.04K | ﹤0.01% | 2510 |
|
|
2022
Q3 | $43K | Buy |
3,899
+199
| +5% | +$2.2K | ﹤0.01% | 2487 |
|
|
2022
Q2 | $38K | Hold |
3,700
| – | – | ﹤0.01% | 2352 |
|
|
2022
Q1 | $38K | Buy |
+3,700
| New | +$38K | ﹤0.01% | 2352 |
|
|
2019
Q1 | $10K | Sell |
1,090
-1,185
| -52% | -$10.9K | ﹤0.01% | 1602 |
|
|
2018
Q4 | $19K | Sell |
2,275
-966
| -30% | -$8.07K | ﹤0.01% | 2143 |
|
|
2018
Q3 | $30K | Sell |
3,241
-1,896
| -37% | -$17.6K | ﹤0.01% | 2189 |
|
|
2018
Q2 | $48K | Buy |
5,137
+782
| +18% | +$7.31K | ﹤0.01% | 1919 |
|
|
2018
Q1 | $45K | Hold |
4,355
| – | – | ﹤0.01% | 1882 |
|
|
2017
Q4 | $45K | Sell |
4,355
-21,899
| -83% | -$226K | ﹤0.01% | 1878 |
|
|
2017
Q3 | $278K | Sell |
26,254
-2,095
| -7% | -$22.2K | 0.01% | 951 |
|
|
2017
Q2 | $295K | Sell |
28,349
-1,629
| -5% | -$17K | 0.01% | 909 |
|
|
2017
Q1 | $294K | Sell |
29,978
-1,093
| -4% | -$10.7K | 0.01% | 909 |
|
|
2016
Q4 | $306K | Sell |
31,071
-2,315
| -7% | -$22.8K | 0.01% | 840 |
|
|
2016
Q3 | $335K | Sell |
33,386
-615
| -2% | -$6.17K | 0.02% | 754 |
|
|
2016
Q2 | $341K | Buy |
34,001
+32,911
| +3,019% | +$330K | 0.02% | 717 |
|
|
2016
Q1 | $10K | Sell |
1,090
-29,541
| -96% | -$271K | ﹤0.01% | 1602 |
|
|
2015
Q4 | $281K | Buy |
+30,631
| New | +$281K | 0.02% | 694 |
|