PWSG
Pacific Wealth Strategies Group’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 | $80.7K | Hold |
10,000
| – | – | 0.05% | 57 |
|
|
2025
Q1 | $79.6K | Hold |
10,000
| – | – | 0.06% | 52 |
|
|
2024
Q4 | $78.6K | Hold |
10,000
| – | – | 0.05% | 55 |
|
|
2024
Q3 | $80.7K | Hold |
10,000
| – | – | 0.06% | 49 |
|
|
2024
Q2 | $74.7K | Hold |
10,000
| – | – | 0.06% | 47 |
|
|
2024
Q1 | $71.9K | Buy |
+10,000
| New | +$71.9K | 0.06% | 48 |
|
|
2022
Q2 | – | Sell |
-14,562
| Closed | -$125K | – | 57 |
|
|
2022
Q1 | $125K | Buy |
14,562
+129
| +0.9% | +$1.11K | 0.05% | 74 |
|
|
2021
Q4 | $141K | Buy |
14,433
+120
| +0.8% | +$1.17K | 0.05% | 87 |
|
|
2021
Q3 | $142K | Buy |
+14,313
| New | +$142K | 0.05% | 87 |
|