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Morling Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Morling Financial Advisors’s Portfolio JPC Stock Details JPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,674
Closed -$115K – 131
2024
Q4 		$115K Buy
14,674
+474
+3% +$3.73K 0.04% 80
2024
Q3 		$115K Buy
+14,200
New +$115K 0.04% 76