OneDigital Investment 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
2024 Q3	–	Sell	-13,566	Closed	-$101K	–	1449
2024 Q2	$101K	Buy	13,566 +19	+0.1%	+$142	﹤0.01%	1324
2024 Q1	$97.4K	Buy	13,547 +11	+0.1%	+$79	﹤0.01%	1058
2023 Q4	$91.5K	Buy	+13,536	New	+$91.5K	﹤0.01%	1077