Mosaic Family Wealth Partners’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 | $469K | Hold |
58,444
| – | – | 0.06% | 138 |
|
|
2025
Q1 | $465K | Hold |
58,444
| – | – | 0.07% | 135 |
|
|
2024
Q4 | $459K | Hold |
58,444
| – | – | 0.07% | 130 |
|
|
2024
Q3 | $472K | Hold |
58,444
| – | – | 0.07% | 126 |
|
|
2024
Q2 | $437K | Sell |
58,444
-1,026
| -2% | -$7.66K | 0.07% | 127 |
|
|
2024
Q1 | $428K | Sell |
59,470
-17,117
| -22% | -$123K | 0.07% | 130 |
|
|
2023
Q4 | $518K | Sell |
76,587
-2,159
| -3% | -$14.6K | 0.09% | 111 |
|
|
2023
Q3 | $498K | Sell |
78,746
-5,796
| -7% | -$36.7K | 0.1% | 105 |
|
|
2023
Q2 | $548K | Sell |
84,542
-1,321
| -2% | -$8.56K | 0.11% | 103 |
|
|
2023
Q1 | $565K | Sell |
85,863
-1,203
| -1% | -$7.92K | 0.12% | 96 |
|
|
2022
Q4 | $634K | Buy |
+87,066
| New | +$634K | 0.18% | 85 |
|