LifeSteps Financial’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 | $92.4K | Hold |
11,520
| – | – | 0.06% | 85 |
|
|
2025
Q1 | $91.7K | Hold |
11,520
| – | – | 0.07% | 81 |
|
|
2024
Q4 | $90.5K | Hold |
11,520
| – | – | 0.07% | 81 |
|
|
2024
Q3 | $93K | Hold |
11,520
| – | – | 0.07% | 83 |
|
|
2024
Q2 | $86.1K | Hold |
11,520
| – | – | 0.07% | 79 |
|
|
2024
Q1 | $82.8K | Hold |
11,520
| – | – | 0.06% | 117 |
|
|
2023
Q4 | $77.9K | Hold |
11,520
| – | – | 0.07% | 81 |
|
|
2023
Q3 | $72.9K | Hold |
11,520
| – | – | 0.07% | 71 |
|
|
2023
Q2 | $74.7K | Sell |
11,520
-7,580
| -40% | -$49.1K | 0.07% | 71 |
|
|
2023
Q1 | $126K | Hold |
19,100
| – | – | 0.13% | 66 |
|
|
2022
Q4 | $139K | Buy |
+19,100
| New | +$139K | 0.14% | 70 |
|