Investmark Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
43,688
+156
| +0.4% | +$1.25K | 0.16% | 92 |
|
|
2025
Q1 | $347K | Sell |
43,532
-965
| -2% | -$7.68K | 0.17% | 84 |
|
|
2024
Q4 | $350K | Sell |
44,497
-58
| -0.1% | -$456 | 0.17% | 86 |
|
|
2024
Q3 | $360K | Buy |
44,555
+696
| +2% | +$5.62K | 0.17% | 89 |
|
|
2024
Q2 | $328K | Buy |
43,859
+1,349
| +3% | +$10.1K | 0.17% | 85 |
|
|
2024
Q1 | $306K | Buy |
42,510
+480
| +1% | +$3.45K | 0.17% | 90 |
|
|
2023
Q4 | $284K | Buy |
+42,030
| New | +$284K | 0.17% | 91 |
|