PVM
Palogic Value Management’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 | $805K | Sell |
100,317
-988
| -1% | -$7.92K | 0.33% | 84 |
|
2025
Q1 | $806K | Hold |
101,305
| – | – | 0.35% | 84 |
|
2024
Q4 | $796K | Hold |
101,305
| – | – | 0.3% | 85 |
|
2024
Q3 | $818K | Hold |
101,305
| – | – | 0.28% | 84 |
|
2024
Q2 | $757K | Sell |
101,305
-988
| -1% | -$7.38K | 0.32% | 88 |
|
2024
Q1 | $735K | Hold |
102,293
| – | – | 0.32% | 86 |
|
2023
Q4 | $692K | Buy |
102,293
+77,556
| +314% | +$524K | 0.31% | 87 |
|
2023
Q3 | $157K | Hold |
24,737
| – | – | 0.07% | 147 |
|
2023
Q2 | $160K | Sell |
24,737
-3,000
| -11% | -$19.4K | 0.08% | 154 |
|
2023
Q1 | $183K | Sell |
27,737
-3,479
| -11% | -$22.9K | 0.09% | 154 |
|
2022
Q4 | $227K | Buy |
+31,216
| New | +$227K | 0.12% | 132 |
|