Pathstone Holdings’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
2025
Q2
$201K Hold
25,000
﹤0.01% 2058
2025
Q1
$199K Sell
25,000
-9,020
-27% -$71.8K ﹤0.01% 2076
2024
Q4
$263K Buy
34,020
+8,760
+35% +$67.6K ﹤0.01% 2022
2024
Q3
$204K Sell
25,260
-82,794
-77% -$668K ﹤0.01% 2158
2024
Q2
$807K Sell
108,054
-368,228
-77% -$2.75M ﹤0.01% 1438
2024
Q1
$3.43M Sell
476,282
-77,165
-14% -$555K 0.02% 660
2023
Q4
$3.74M Buy
+553,447
New +$3.74M 0.02% 512