OAM
Occidental Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,524
| Closed | -$101K | – | 223 |
|
|
2024
Q3 | $101K | Sell |
12,524
-887
| -7% | -$7.16K | 0.02% | 212 |
|
|
2024
Q2 | $100K | Buy |
13,411
+870
| +7% | +$6.5K | 0.02% | 201 |
|
|
2024
Q1 | $90.2K | Buy |
12,541
+1,813
| +17% | +$13K | 0.02% | 200 |
|
|
2023
Q4 | $72.5K | Buy |
+10,728
| New | +$72.5K | 0.02% | 206 |
|