Kestra Private Wealth 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 | $304K | Sell |
37,874
-14,543
| -28% | -$117K | ﹤0.01% | 1272 |
|
|
2025
Q1 | $417K | Sell |
52,417
-6,261
| -11% | -$49.8K | 0.01% | 1047 |
|
|
2024
Q4 | $461K | Buy |
58,678
+15,474
| +36% | +$122K | 0.01% | 953 |
|
|
2024
Q3 | $349K | Buy |
43,204
+5,700
| +15% | +$46K | 0.01% | 1038 |
|
|
2024
Q2 | $280K | Sell |
37,504
-6,647
| -15% | -$49.7K | 0.01% | 1075 |
|
|
2024
Q1 | $317K | Buy |
44,151
+25,163
| +133% | +$181K | 0.01% | 990 |
|
|
2023
Q4 | $128K | Buy |
18,988
+5,188
| +38% | +$35.1K | ﹤0.01% | 1130 |
|
|
2023
Q3 | $87.4K | Buy |
+13,800
| New | +$87.4K | ﹤0.01% | 1089 |
|