Legacy Private Trust’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-25,560
| Closed | -$237K | – | 229 |
|
2018
Q3 | $237K | Hold |
25,560
| – | – | 0.03% | 213 |
|
2018
Q2 | $238K | Hold |
25,560
| – | – | 0.03% | 210 |
|
2018
Q1 | $256K | Hold |
25,560
| – | – | 0.03% | 211 |
|
2017
Q4 | $264K | Hold |
25,560
| – | – | 0.03% | 205 |
|
2017
Q3 | $270K | Buy |
25,560
+655
| +3% | +$6.92K | 0.03% | 210 |
|
2017
Q2 | $259K | Sell |
24,905
-6,455
| -21% | -$67.1K | 0.03% | 208 |
|
2017
Q1 | $308K | Buy |
+31,360
| New | +$308K | 0.04% | 207 |
|