Patriot Financial Group Insurance Agency’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $284K | Buy |
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|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q4 | $262K | Buy |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $268K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $64K | Sell |
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|
2021
Q4 | $109K | Hold |
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|
2021
Q3 | $110K | Hold |
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|
2021
Q2 | $111K | Hold |
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|
2021
Q1 | $106K | Hold |
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|
2020
Q4 | $106K | Hold |
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|
2020
Q3 | $95K | Sell |
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|
2020
Q2 | $95K | Buy |
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|
2020
Q1 | $84K | Buy |
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|
2019
Q4 | $120K | Buy |
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|
2019
Q3 | $115K | Buy |
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|
2019
Q2 | $113K | Buy |
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|
2019
Q1 | $103K | Sell |
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|
2018
Q4 | $93K | Sell |
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|
2018
Q3 | $133K | Buy |
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|
2018
Q2 | $71K | Sell |
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|
2018
Q1 | $88K | Buy |
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|
2017
Q4 | $90K | Buy |
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|
2017
Q3 | $93K | Buy |
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|
2017
Q2 | $72K | Buy |
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|
2017
Q1 | $53K | Hold |
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|
2016
Q4 | $53K | Buy |
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