Northwestern Mutual Wealth Management’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 | $398K | Sell |
49,682
-1,414
| -3% | -$11.3K | ﹤0.01% | 1470 |
|
|
2025
Q1 | $407K | Sell |
51,096
-832
| -2% | -$6.62K | ﹤0.01% | 1411 |
|
|
2024
Q4 | $408K | Sell |
51,928
-5,460
| -10% | -$42.9K | ﹤0.01% | 1402 |
|
|
2024
Q3 | $463K | Sell |
57,388
-1,045
| -2% | -$8.43K | ﹤0.01% | 1330 |
|
|
2024
Q2 | $436K | Sell |
58,433
-2,693
| -4% | -$20.1K | ﹤0.01% | 1307 |
|
|
2024
Q1 | $439K | Buy |
61,126
+1,940
| +3% | +$13.9K | ﹤0.01% | 1289 |
|
|
2023
Q4 | $400K | Buy |
59,186
+17,251
| +41% | +$117K | ﹤0.01% | 1280 |
|
|
2023
Q3 | $265K | Sell |
41,935
-1,193
| -3% | -$7.55K | ﹤0.01% | 1362 |
|
|
2023
Q2 | $279K | Sell |
43,128
-3,423
| -7% | -$22.2K | ﹤0.01% | 1357 |
|
|
2023
Q1 | $306K | Sell |
46,551
-6,263
| -12% | -$41.2K | ﹤0.01% | 1292 |
|
|
2022
Q4 | $384K | Sell |
52,814
-1,436
| -3% | -$10.5K | ﹤0.01% | 1193 |
|
|
2022
Q3 | $377K | Sell |
54,250
-1,767
| -3% | -$12.3K | ﹤0.01% | 1169 |
|
|
2022
Q2 | $428K | Sell |
56,017
-1,029
| -2% | -$7.86K | ﹤0.01% | 1104 |
|
|
2022
Q1 | $489K | Buy |
57,046
+713
| +1% | +$6.11K | ﹤0.01% | 1088 |
|
|
2021
Q4 | $549K | Buy |
56,333
+22,023
| +64% | +$215K | ﹤0.01% | 1033 |
|
|
2021
Q3 | $339K | Buy |
34,310
+3,695
| +12% | +$36.5K | ﹤0.01% | 1142 |
|
|
2021
Q2 | $305K | Buy |
30,615
+1,034
| +3% | +$10.3K | ﹤0.01% | 1158 |
|
|
2021
Q1 | $281K | Buy |
29,581
+26,056
| +739% | +$248K | ﹤0.01% | 1116 |
|
|
2020
Q4 | $34K | Buy |
+3,525
| New | +$34K | ﹤0.01% | 1768 |
|
|
2020
Q3 | – | Sell |
-15,779
| Closed | -$130K | – | 2608 |
|
|
2020
Q2 | $130K | Buy |
15,779
+1,248
| +9% | +$10.3K | ﹤0.01% | 1119 |
|
|
2020
Q1 | $107K | Buy |
14,531
+2,837
| +24% | +$20.9K | ﹤0.01% | 1085 |
|
|
2019
Q4 | $122K | Sell |
11,694
-91
| -0.8% | -$949 | ﹤0.01% | 1143 |
|
|
2019
Q3 | $118K | Buy |
11,785
+636
| +6% | +$6.37K | ﹤0.01% | 1090 |
|
|
2019
Q2 | $110K | Buy |
11,149
+6,895
| +162% | +$68K | ﹤0.01% | 1080 |
|
|
2019
Q1 | $41K | Buy |
4,254
+191
| +5% | +$1.84K | ﹤0.01% | 1439 |
|
|
2018
Q4 | $34K | Buy |
4,063
+355
| +10% | +$2.97K | ﹤0.01% | 1401 |
|
|
2018
Q3 | $34K | Sell |
3,708
-2,937
| -44% | -$26.9K | ﹤0.01% | 1461 |
|
|
2018
Q2 | $62K | Buy |
6,645
+3,800
| +134% | +$35.5K | ﹤0.01% | 1158 |
|
|
2018
Q1 | $28K | Hold |
2,845
| – | – | ﹤0.01% | 1409 |
|
|
2017
Q4 | $29K | Buy |
+2,845
| New | +$29K | ﹤0.01% | 1370 |
|
|
2017
Q2 | – | Sell |
-859
| Closed | -$8K | – | 2098 |
|
|
2017
Q1 | $8K | Buy |
+859
| New | +$8K | ﹤0.01% | 1610 |
|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$20K | – | 887 |
|
|
2016
Q2 | $20K | Hold |
2,000
| – | – | ﹤0.01% | 1173 |
|
|
2016
Q1 | $19K | Hold |
2,000
| – | – | ﹤0.01% | 1211 |
|
|
2015
Q4 | $18K | Buy |
+2,000
| New | +$18K | ﹤0.01% | 1026 |
|
|
2014
Q2 | – | Sell |
-26
| Closed | – | – | 1330 |
|
|
2014
Q1 | $0 | Buy |
+26
| New | – | ﹤0.01% | 1370 |
|