Pathstone Holdings
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Pathstone Holdings’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Pathstone Holdings’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$205K Hold
2025
Q2 		$201K Hold
2025
Q1 		$199K Sell
2024
Q4 		$263K Buy
2024
Q3 		$204K Sell
2024
Q2 		$807K Sell
2024
Q1 		$3.43M Sell
2023
Q4 		$3.74M Buy