Kestra Advisory Services’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 | $1.28M | Buy |
159,139
+26,551
| +20% | +$213K | 0.01% | 1331 |
|
|
2025
Q1 | $1.06M | Sell |
132,588
-22,714
| -15% | -$181K | 0.01% | 1368 |
|
|
2024
Q4 | $1.22M | Buy |
155,302
+38,367
| +33% | +$302K | 0.01% | 1280 |
|
|
2024
Q3 | $944K | Buy |
116,935
+12,286
| +12% | +$99.1K | 0.01% | 1359 |
|
|
2024
Q2 | $782K | Sell |
104,649
-4,195
| -4% | -$31.3K | ﹤0.01% | 1474 |
|
|
2024
Q1 | $783K | Buy |
108,844
+1,962
| +2% | +$14.1K | 0.01% | 1395 |
|
|
2023
Q4 | $723K | Buy |
106,882
+94,810
| +785% | +$641K | 0.01% | 1296 |
|
|
2023
Q3 | $76.4K | Sell |
12,072
-2,752
| -19% | -$17.4K | ﹤0.01% | 2034 |
|
|
2023
Q2 | $96.7K | Buy |
+14,824
| New | +$96.7K | ﹤0.01% | 2000 |
|
|
2021
Q4 | – | Sell |
-27,977
| Closed | -$277K | – | 2106 |
|
|
2021
Q3 | $277K | Buy |
27,977
+1,957
| +8% | +$19.4K | ﹤0.01% | 1737 |
|
|
2021
Q2 | $260K | Sell |
26,020
-5,333
| -17% | -$53.3K | ﹤0.01% | 1662 |
|
|
2021
Q1 | $298K | Sell |
31,353
-44,482
| -59% | -$423K | ﹤0.01% | 1471 |
|
|
2020
Q4 | $713K | Buy |
75,835
+50,978
| +205% | +$479K | 0.01% | 1029 |
|
|
2020
Q3 | $211K | Buy |
+24,857
| New | +$211K | ﹤0.01% | 1271 |
|