NewEdge 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 | $2.23M | Buy |
278,520
+10,341
| +4% | +$82.9K | 0.01% | 882 |
|
|
2025
Q1 | $2.13M | Buy |
268,179
+11,208
| +4% | +$89.2K | 0.01% | 834 |
|
|
2024
Q4 | $2.02M | Sell |
256,971
-5,099
| -2% | -$40.1K | 0.01% | 826 |
|
|
2024
Q3 | $2.11M | Buy |
262,070
+10,212
| +4% | +$82.4K | 0.01% | 765 |
|
|
2024
Q2 | $1.88M | Buy |
251,858
+6,743
| +3% | +$50.4K | 0.01% | 778 |
|
|
2024
Q1 | $1.76M | Buy |
245,115
+33,356
| +16% | +$240K | 0.02% | 744 |
|
|
2023
Q4 | $1.47M | Buy |
211,759
+143,719
| +211% | +$995K | 0.01% | 779 |
|
|
2023
Q3 | $431K | Sell |
68,040
-6,873
| -9% | -$43.5K | ﹤0.01% | 1240 |
|
|
2023
Q2 | $485K | Sell |
74,913
-173
| -0.2% | -$1.12K | 0.01% | 1205 |
|
|
2023
Q1 | $461K | Buy |
75,086
+2,515
| +3% | +$15.4K | 0.01% | 1147 |
|
|
2022
Q4 | $519K | Sell |
72,571
-264
| -0.4% | -$1.89K | 0.01% | 769 |
|
|
2022
Q3 | $507K | Sell |
72,835
-2,417
| -3% | -$16.8K | 0.01% | 957 |
|
|
2022
Q2 | $575K | Buy |
75,252
+6,639
| +10% | +$50.7K | 0.01% | 920 |
|
|
2022
Q1 | $589K | Buy |
68,613
+4,188
| +7% | +$36K | 0.01% | 802 |
|
|
2021
Q4 | $629K | Buy |
+64,425
| New | +$629K | 0.01% | 964 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$2.1K | – | 755 |
|
|
2017
Q2 | $2.1K | Buy |
+200
| New | +$2.1K | ﹤0.01% | 1302 |
|