MWM
Melfa Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Sell |
97,230
-2,537
| -3% | -$20.3K | 0.49% | 52 |
|
|
2025
Q1 | $794K | Hold |
99,767
| – | – | 0.54% | 49 |
|
|
2024
Q4 | $784K | Sell |
99,767
-1,350
| -1% | -$10.6K | 0.52% | 51 |
|
|
2024
Q3 | $816K | Sell |
101,117
-3,240
| -3% | -$26.1K | 0.54% | 49 |
|
|
2024
Q2 | $780K | Sell |
104,357
-99
| -0.1% | -$740 | 0.54% | 48 |
|
|
2024
Q1 | $751K | Buy |
104,456
+15
| +0% | +$108 | 0.54% | 49 |
|
|
2023
Q4 | $706K | Buy |
104,441
+41,404
| +66% | +$280K | 0.66% | 41 |
|
|
2023
Q3 | $399K | Buy |
63,037
+87
| +0.1% | +$551 | 0.43% | 62 |
|
|
2023
Q2 | $408K | Buy |
62,950
+22
| +0% | +$143 | 0.41% | 66 |
|
|
2023
Q1 | $414K | Buy |
62,928
+13
| +0% | +$86 | 0.41% | 66 |
|
|
2022
Q4 | $458K | Buy |
+62,915
| New | +$458K | 0.48% | 60 |
|