Live Oak Private Wealth’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 | $413K | Hold |
51,460
| – | – | 0.06% | 136 |
|
|
2025
Q1 | $410K | Hold |
51,460
| – | – | 0.07% | 134 |
|
|
2024
Q4 | $404K | Hold |
51,460
| – | – | 0.07% | 134 |
|
|
2024
Q3 | $415K | Hold |
51,460
| – | – | 0.07% | 126 |
|
|
2024
Q2 | $384K | Hold |
51,460
| – | – | 0.07% | 126 |
|
|
2024
Q1 | $370K | Hold |
51,460
| – | – | 0.06% | 125 |
|
|
2023
Q4 | $348K | Hold |
51,460
| – | – | 0.07% | 122 |
|
|
2023
Q3 | $326K | Hold |
51,460
| – | – | 0.07% | 117 |
|
|
2023
Q2 | $333K | Buy |
51,460
+8,324
| +19% | +$53.9K | 0.07% | 121 |
|
|
2023
Q1 | $284K | Hold |
43,136
| – | – | 0.06% | 131 |
|
|
2022
Q4 | $314K | Hold |
43,136
| – | – | 0.07% | 131 |
|
|
2022
Q3 | $300K | Hold |
43,136
| – | – | 0.07% | 131 |
|
|
2022
Q2 | $330K | Hold |
43,136
| – | – | 0.07% | 133 |
|
|
2022
Q1 | $370K | Hold |
43,136
| – | – | 0.07% | 134 |
|
|
2021
Q4 | $421K | Hold |
43,136
| – | – | 0.08% | 131 |
|
|
2021
Q3 | $427K | Hold |
43,136
| – | – | 0.09% | 129 |
|
|
2021
Q2 | $430K | Hold |
43,136
| – | – | 0.09% | 121 |
|
|
2021
Q1 | $409K | Hold |
43,136
| – | – | 0.1% | 118 |
|
|
2020
Q4 | $410K | Hold |
43,136
| – | – | 0.11% | 110 |
|
|
2020
Q3 | $366K | Hold |
43,136
| – | – | 0.13% | 100 |
|
|
2020
Q2 | $355K | Buy |
+43,136
| New | +$355K | 0.13% | 102 |
|