OIA
Optimum Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,106
| Closed | -$16.8K | – | 626 |
|
2025
Q1 | $16.8K | Buy |
+2,106
| New | +$16.8K | 0.01% | 459 |
|
2019
Q3 | – | Sell |
-3,032
| Closed | -$30K | – | 1001 |
|
2019
Q2 | $30K | Buy |
3,032
+57
| +2% | +$564 | 0.01% | 611 |
|
2019
Q1 | $28K | Buy |
2,975
+60
| +2% | +$565 | 0.01% | 628 |
|
2018
Q4 | $24K | Sell |
2,915
-143
| -5% | -$1.18K | 0.01% | 617 |
|
2018
Q3 | $28K | Buy |
3,058
+55
| +2% | +$504 | 0.01% | 664 |
|
2018
Q2 | $28K | Buy |
3,003
+54
| +2% | +$503 | 0.01% | 663 |
|
2018
Q1 | $30K | Sell |
2,949
-12,709
| -81% | -$129K | 0.01% | 629 |
|
2017
Q4 | $162K | Buy |
15,658
+175
| +1% | +$1.81K | 0.05% | 302 |
|
2017
Q3 | $164K | Buy |
15,483
+141
| +0.9% | +$1.49K | 0.05% | 286 |
|
2017
Q2 | $160K | Buy |
15,342
+141
| +0.9% | +$1.47K | 0.06% | 282 |
|
2017
Q1 | $149K | Buy |
15,201
+110
| +0.7% | +$1.08K | 0.05% | 277 |
|
2016
Q4 | $148K | Sell |
15,091
-49,404
| -77% | -$485K | 0.06% | 265 |
|
2016
Q3 | $646K | Buy |
64,495
+19,400
| +43% | +$194K | 0.24% | 118 |
|
2016
Q2 | $452K | Buy |
+45,095
| New | +$452K | 0.18% | 162 |
|