Kovack Advisors’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 | $119K | Buy |
14,843
+3,000
| +25% | +$24.1K | 0.01% | 601 |
|
|
2025
Q1 | $94.3K | Hold |
11,843
| – | – | 0.01% | 567 |
|
|
2024
Q4 | $93.1K | Sell |
11,843
-3,966
| -25% | -$31.2K | 0.01% | 599 |
|
|
2024
Q3 | $128K | Sell |
15,809
-3,954
| -20% | -$31.9K | 0.01% | 567 |
|
|
2024
Q2 | $148K | Buy |
+19,763
| New | +$148K | 0.02% | 545 |
|
|
2024
Q1 | – | Sell |
-27,208
| Closed | -$184K | – | 556 |
|
|
2023
Q4 | $184K | Buy |
+27,208
| New | +$184K | 0.02% | 528 |
|
|
2022
Q3 | – | Sell |
-36,104
| Closed | -$276K | – | 590 |
|
|
2022
Q2 | $276K | Sell |
36,104
-10,841
| -23% | -$82.9K | 0.04% | 474 |
|
|
2022
Q1 | $402K | Buy |
46,945
+3,319
| +8% | +$28.4K | 0.04% | 446 |
|
|
2021
Q4 | $426K | Hold |
43,626
| – | – | 0.04% | 421 |
|
|
2021
Q3 | $432K | Sell |
43,626
-369
| -0.8% | -$3.65K | 0.05% | 412 |
|
|
2021
Q2 | $439K | Buy |
43,995
+1,000
| +2% | +$9.98K | 0.05% | 388 |
|
|
2021
Q1 | $408K | Buy |
42,995
+5,000
| +13% | +$47.4K | 0.05% | 359 |
|
|
2020
Q4 | $361K | Buy |
37,995
+568
| +2% | +$5.4K | 0.05% | 346 |
|
|
2020
Q3 | $318K | Buy |
37,427
+2,860
| +8% | +$24.3K | 0.06% | 320 |
|
|
2020
Q2 | $284K | Buy |
34,567
+985
| +3% | +$8.09K | 0.06% | 335 |
|
|
2020
Q1 | $246K | Buy |
33,582
+6,530
| +24% | +$47.8K | 0.06% | 331 |
|
|
2019
Q4 | $283K | Buy |
27,052
+11,825
| +78% | +$124K | 0.05% | 365 |
|
|
2019
Q3 | $153K | Buy |
15,227
+5,227
| +52% | +$52.5K | 0.03% | 440 |
|
|
2019
Q2 | $99K | Hold |
10,000
| – | – | 0.02% | 420 |
|
|
2019
Q1 | $95K | Buy |
+10,000
| New | +$95K | 0.02% | 404 |
|