LexAurum 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
Q1 | – | Sell |
-21,372
| Closed | -$168K | – | 355 |
|
|
2024
Q4 | $168K | Hold |
21,372
| – | – | 0.03% | 321 |
|
|
2024
Q3 | $172K | Hold |
21,372
| – | – | 0.04% | 300 |
|
|
2024
Q2 | $160K | Sell |
21,372
-22,888
| -52% | -$171K | 0.04% | 287 |
|
|
2024
Q1 | $318K | Sell |
44,260
-27,267
| -38% | -$196K | 0.08% | 215 |
|
|
2023
Q4 | $484K | Buy |
71,527
+21,587
| +43% | +$146K | 0.13% | 155 |
|
|
2023
Q3 | $316K | Sell |
49,940
-3,000
| -6% | -$19K | 0.09% | 205 |
|
|
2023
Q2 | $343K | Hold |
52,940
| – | – | 0.1% | 176 |
|
|
2023
Q1 | $348K | Hold |
52,940
| – | – | 0.12% | 162 |
|
|
2022
Q4 | $385K | Hold |
52,940
| – | – | 0.14% | 153 |
|
|
2022
Q3 | $368K | Sell |
52,940
-4,100
| -7% | -$28.5K | 0.14% | 151 |
|
|
2022
Q2 | $436K | Hold |
57,040
| – | – | 0.16% | 129 |
|
|
2022
Q1 | $489K | Hold |
57,040
| – | – | 0.16% | 127 |
|
|
2021
Q4 | $557K | Hold |
57,040
| – | – | 0.18% | 119 |
|
|
2021
Q3 | $565K | Hold |
57,040
| – | – | 0.17% | 151 |
|
|
2021
Q2 | $569K | Buy |
+57,040
| New | +$569K | 0.17% | 147 |
|