MSH Capital Advisors’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 | $1.77M | Buy |
220,453
+19,358
| +10% | +$155K | 0.51% | 56 |
|
|
2025
Q1 | $1.6M | Buy |
201,095
+391
| +0.2% | +$3.11K | 0.5% | 61 |
|
|
2024
Q4 | $1.58M | Sell |
200,704
-3,800
| -2% | -$29.9K | 0.5% | 62 |
|
|
2024
Q3 | $1.65M | Buy |
204,504
+442
| +0.2% | +$3.57K | 0.5% | 65 |
|
|
2024
Q2 | $1.52M | Buy |
204,062
+7,851
| +4% | +$58.6K | 0.51% | 62 |
|
|
2024
Q1 | $1.41M | Buy |
196,211
+4,079
| +2% | +$29.3K | 0.5% | 62 |
|
|
2023
Q4 | $1.3M | Buy |
192,132
+69,429
| +57% | +$469K | 0.49% | 66 |
|
|
2023
Q3 | $777K | Hold |
122,703
| – | – | 0.3% | 93 |
|
|
2023
Q2 | $795K | Sell |
122,703
-2,949
| -2% | -$19.1K | 0.29% | 93 |
|
|
2023
Q1 | $827K | Sell |
125,652
-543
| -0.4% | -$3.57K | 0.35% | 85 |
|
|
2022
Q4 | $919K | Buy |
126,195
+1,381
| +1% | +$10.1K | 0.42% | 76 |
|
|
2022
Q3 | $867K | Sell |
124,814
-647
| -0.5% | -$4.5K | 0.43% | 77 |
|
|
2022
Q2 | $960K | Buy |
125,461
+2,105
| +2% | +$16.1K | 0.45% | 76 |
|
|
2022
Q1 | $1.06M | Buy |
123,356
+18,200
| +17% | +$156K | 0.44% | 74 |
|
|
2021
Q4 | $1.03M | Buy |
+105,156
| New | +$1.03M | 0.46% | 70 |
|