Patriot Financial Group Insurance Agency’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 | $262K | Sell |
32,639
-651
| -2% | -$5.22K | 0.03% | 432 |
|
|
2025
Q1 | $265K | Buy |
33,290
+5
| +0% | +$40 | 0.04% | 398 |
|
|
2024
Q4 | $262K | Buy |
33,285
+11
| +0% | +$86 | 0.04% | 398 |
|
|
2024
Q3 | $269K | Buy |
33,274
+586
| +2% | +$4.73K | 0.04% | 409 |
|
|
2024
Q2 | $244K | Sell |
32,688
-5,286
| -14% | -$39.5K | 0.04% | 413 |
|
|
2024
Q1 | $273K | Sell |
37,974
-1,669
| -4% | -$12K | 0.04% | 390 |
|
|
2023
Q4 | $268K | Buy |
+39,643
| New | +$268K | 0.05% | 359 |
|
|
2022
Q3 | – | Sell |
-7,507
| Closed | -$57K | – | 1215 |
|
|
2022
Q2 | $57K | Hold |
7,507
| – | – | 0.01% | 692 |
|
|
2022
Q1 | $64K | Sell |
7,507
-3,652
| -33% | -$31.1K | 0.01% | 711 |
|
|
2021
Q4 | $109K | Hold |
11,159
| – | – | 0.02% | 632 |
|
|
2021
Q3 | $110K | Hold |
11,159
| – | – | 0.02% | 619 |
|
|
2021
Q2 | $111K | Hold |
11,159
| – | – | 0.02% | 589 |
|
|
2021
Q1 | $106K | Hold |
11,159
| – | – | 0.02% | 538 |
|
|
2020
Q4 | $106K | Hold |
11,159
| – | – | 0.03% | 487 |
|
|
2020
Q3 | $95K | Sell |
11,159
-352
| -3% | -$3K | 0.03% | 401 |
|
|
2020
Q2 | $95K | Buy |
11,511
+18
| +0.2% | +$149 | 0.04% | 357 |
|
|
2020
Q1 | $84K | Buy |
11,493
+27
| +0.2% | +$197 | 0.04% | 346 |
|
|
2019
Q4 | $120K | Buy |
11,466
+26
| +0.2% | +$272 | 0.05% | 310 |
|
|
2019
Q3 | $115K | Buy |
11,440
+17
| +0.1% | +$171 | 0.05% | 289 |
|
|
2019
Q2 | $113K | Buy |
11,423
+635
| +6% | +$6.28K | 0.05% | 291 |
|
|
2019
Q1 | $103K | Sell |
10,788
-364
| -3% | -$3.48K | 0.05% | 266 |
|
|
2018
Q4 | $93K | Sell |
11,152
-3,186
| -22% | -$26.6K | 0.06% | 221 |
|
|
2018
Q3 | $133K | Buy |
14,338
+6,765
| +89% | +$62.8K | 0.08% | 158 |
|
|
2018
Q2 | $71K | Sell |
7,573
-1,271
| -14% | -$11.9K | 0.08% | 152 |
|
|
2018
Q1 | $88K | Buy |
8,844
+45
| +0.5% | +$448 | 0.07% | 234 |
|
|
2017
Q4 | $90K | Buy |
8,799
+35
| +0.4% | +$358 | 0.07% | 225 |
|
|
2017
Q3 | $93K | Buy |
8,764
+1,886
| +27% | +$20K | 0.08% | 185 |
|
|
2017
Q2 | $72K | Buy |
6,878
+1,478
| +27% | +$15.5K | 0.08% | 189 |
|
|
2017
Q1 | $53K | Hold |
5,400
| – | – | 0.06% | 213 |
|
|
2016
Q4 | $53K | Buy |
+5,400
| New | +$53K | 0.07% | 208 |
|