Level Four 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 | $578K | Buy |
72,055
+169
| +0.2% | +$1.36K | 0.02% | 485 |
|
|
2025
Q1 | $572K | Sell |
71,886
-1,537
| -2% | -$12.2K | 0.02% | 468 |
|
|
2024
Q4 | $577K | Sell |
73,423
-5,315
| -7% | -$41.8K | 0.02% | 463 |
|
|
2024
Q3 | $633K | Buy |
78,738
+7,102
| +10% | +$57.1K | 0.03% | 457 |
|
|
2024
Q2 | $535K | Sell |
71,636
-4,701
| -6% | -$35.1K | 0.02% | 469 |
|
|
2024
Q1 | $516K | Hold |
76,337
| – | – | 0.03% | 459 |
|
|
2023
Q4 | $516K | Buy |
76,337
+32,858
| +76% | +$222K | 0.03% | 458 |
|
|
2023
Q3 | $275K | Buy |
43,479
+2,170
| +5% | +$13.7K | 0.02% | 594 |
|
|
2023
Q2 | $268K | Buy |
41,309
+5,694
| +16% | +$36.9K | 0.02% | 649 |
|
|
2023
Q1 | $234K | Buy |
35,615
+7,371
| +26% | +$48.5K | 0.02% | 645 |
|
|
2022
Q4 | $206K | Buy |
28,244
+1,395
| +5% | +$10.2K | 0.02% | 610 |
|
|
2022
Q3 | $187K | Sell |
26,849
-18,083
| -40% | -$126K | 0.02% | 515 |
|
|
2022
Q2 | $344K | Buy |
44,932
+17,932
| +66% | +$137K | 0.03% | 418 |
|
|
2022
Q1 | $232K | Buy |
27,000
+1,000
| +4% | +$8.59K | 0.02% | 567 |
|
|
2021
Q4 | $254K | Buy |
+26,000
| New | +$254K | 0.02% | 543 |
|