J.W. Cole Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
27,106
+5,786
| +27% | +$46.4K | ﹤0.01% | 1324 |
|
|
2025
Q1 | $170K | Buy |
+21,320
| New | +$170K | 0.01% | 1174 |
|
|
2024
Q3 | – | Sell |
-19,534
| Closed | -$146K | – | 952 |
|
|
2024
Q2 | $146K | Buy |
+19,534
| New | +$146K | 0.01% | 863 |
|
|
2024
Q1 | – | Sell |
-10,408
| Closed | -$70.4K | – | 901 |
|
|
2023
Q4 | $70.4K | Buy |
+10,408
| New | +$70.4K | ﹤0.01% | 799 |
|
|
2020
Q4 | – | Sell |
-53,258
| Closed | -$452K | – | 764 |
|
|
2020
Q3 | $452K | Buy |
+53,258
| New | +$452K | 0.03% | 435 |
|
|
2020
Q1 | – | Sell |
-42,137
| Closed | -$441K | – | 321 |
|
|
2019
Q4 | $441K | Buy |
+42,137
| New | +$441K | 0.06% | 325 |
|