Next Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 2425 |
|
|
2021
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 2261 |
|
|
2021
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 2197 |
|
|
2021
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 2103 |
|
|
2020
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 1987 |
|
|
2020
Q3 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 1907 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$4K | – | 1273 |
|
|
2020
Q1 | $4K | Sell |
500
-1,845
| -79% | -$14.8K | ﹤0.01% | 1772 |
|
|
2019
Q4 | $25K | Buy |
2,345
+500
| +27% | +$5.33K | ﹤0.01% | 1449 |
|
|
2019
Q3 | $19K | Hold |
1,845
| – | – | ﹤0.01% | 1465 |
|
|
2019
Q2 | $18K | Sell |
1,845
-627
| -25% | -$6.12K | ﹤0.01% | 1499 |
|
|
2019
Q1 | $24K | Sell |
2,472
-5,463
| -69% | -$53K | 0.01% | 918 |
|
|
2018
Q4 | $66K | Buy |
7,935
+5,463
| +221% | +$45.4K | 0.01% | 709 |
|
|
2018
Q3 | $23K | Buy |
+2,472
| New | +$23K | 0.01% | 742 |
|
|
2017
Q4 | – | Sell |
-2,972
| Closed | -$31K | – | 861 |
|
|
2017
Q3 | $31K | Hold |
2,972
| – | – | 0.01% | 850 |
|
|
2017
Q2 | $31K | Buy |
2,972
+2,472
| +494% | +$25.8K | 0.01% | 934 |
|
|
2017
Q1 | $5K | Sell |
500
-5,427
| -92% | -$54.3K | ﹤0.01% | 1510 |
|
|
2016
Q4 | $58K | Buy |
5,927
+83
| +1% | +$812 | 0.01% | 895 |
|
|
2016
Q3 | $59K | Buy |
5,844
+1,858
| +47% | +$18.8K | 0.01% | 877 |
|
|
2016
Q2 | $39K | Sell |
3,986
-739
| -16% | -$7.23K | 0.01% | 731 |
|
|
2016
Q1 | $44K | Buy |
4,725
+42
| +0.9% | +$391 | 0.02% | 665 |
|
|
2015
Q4 | $42K | Buy |
4,683
+1,800
| +62% | +$16.1K | 0.02% | 665 |
|
|
2015
Q3 | $25K | Buy |
+2,883
| New | +$25K | 0.01% | 867 |
|
|
2014
Q4 | – | Sell |
-5,350
| Closed | -$49K | – | 2127 |
|
|
2014
Q3 | $49K | Buy |
+5,350
| New | +$49K | 0.01% | 951 |
|