JWM
Jupiter Wealth Management’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 |
-182,794
| Closed | -$1.4M | – | 99 |
|
|
2024
Q2 | $1.4M | Hold |
182,794
| – | – | 0.74% | 37 |
|
|
2024
Q1 | $1.32M | Hold |
182,794
| – | – | 0.7% | 37 |
|
|
2023
Q4 | $1.24M | Hold |
182,794
| – | – | 0.73% | 34 |
|
|
2023
Q3 | $1.13M | Buy |
+182,794
| New | +$1.13M | 0.73% | 34 |
|