Montag & Associates’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 | $1.77K | Hold |
219
| – | – | ﹤0.01% | 855 |
|
2025
Q1 | $1.76K | Hold |
219
| – | – | ﹤0.01% | 904 |
|
2024
Q4 | $1.72K | Hold |
219
| – | – | ﹤0.01% | 903 |
|
2024
Q3 | $1.78K | Hold |
219
| – | – | ﹤0.01% | 929 |
|
2024
Q2 | $1.65K | Hold |
219
| – | – | ﹤0.01% | 884 |
|
2024
Q1 | $1.59K | Hold |
219
| – | – | ﹤0.01% | 877 |
|
2023
Q4 | $1.48K | Buy |
+219
| New | +$1.48K | ﹤0.01% | 867 |
|