KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,402
| Closed | -$102K | – | 54 |
|
|
2021
Q4 | $102K | Buy |
+10,402
| New | +$102K | 0.12% | 71 |
|
|
2021
Q3 | – | Sell |
-10,017
| Closed | -$100K | – | 89 |
|
|
2021
Q2 | $100K | Buy |
+10,017
| New | +$100K | 0.04% | 133 |
|
|
2021
Q1 | – | Sell |
-14,709
| Closed | -$140K | – | 130 |
|
|
2020
Q4 | $140K | Buy |
14,709
+317
| +2% | +$3.02K | 0.08% | 118 |
|
|
2020
Q3 | $122K | Sell |
14,392
-893
| -6% | -$7.57K | 0.09% | 108 |
|
|
2020
Q2 | $126K | Sell |
15,285
-6,788
| -31% | -$56K | 0.12% | 101 |
|
|
2020
Q1 | $162K | Sell |
22,073
-5,443
| -20% | -$39.9K | 0.18% | 83 |
|
|
2019
Q4 | $288K | Buy |
+27,516
| New | +$288K | 0.24% | 79 |
|