Laird Norton Wetherby 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
+36,995
| New | +$297K | 0.01% | 727 |
|
|
2024
Q4 | $299K | Hold |
38,073
| – | – | 0.01% | 701 |
|
|
2024
Q3 | $307K | Hold |
38,073
| – | – | 0.01% | 722 |
|
|
2024
Q2 | $284K | Sell |
38,073
-829
| -2% | -$6.19K | 0.01% | 727 |
|
|
2024
Q1 | $280K | Buy |
38,902
+23,065
| +146% | +$166K | 0.01% | 757 |
|
|
2023
Q4 | $107K | Buy |
+15,837
| New | +$107K | 0.01% | 884 |
|