One Wealth Management Investment & Advisory Services’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
2024
Q3
Sell
-47,965
Closed -$358K 91
2024
Q2
$358K Hold
47,965
0.14% 77
2024
Q1
$345K Hold
47,965
0.14% 84
2023
Q4
$324K Buy
+47,965
New +$324K 0.14% 89