JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,482
| Closed | -$23K | – | 563 |
|
|
2016
Q1 | $23K | Sell |
2,482
-8,476
| -77% | -$78.5K | 0.01% | 311 |
|
|
2015
Q4 | $100K | Buy |
10,958
+313
| +3% | +$2.86K | 0.03% | 175 |
|
|
2015
Q3 | $96K | Buy |
10,645
+229
| +2% | +$2.07K | 0.04% | 156 |
|
|
2015
Q2 | $95K | Buy |
10,416
+210
| +2% | +$1.92K | 0.05% | 128 |
|
|
2015
Q1 | $97K | Buy |
10,206
+134
| +1% | +$1.27K | 0.05% | 131 |
|
|
2014
Q4 | $96K | Buy |
10,072
+268
| +3% | +$2.55K | 0.02% | 129 |
|
|
2014
Q3 | $90K | Buy |
9,804
+194
| +2% | +$1.78K | 0.02% | 134 |
|
|
2014
Q2 | $93K | Buy |
+9,610
| New | +$93K | 0.02% | 131 |
|