Perigon Wealth Management’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 | $107K | Buy |
13,312
+1,010
| +8% | +$8.1K | ﹤0.01% | 1035 |
|
|
2025
Q1 | $97.9K | Hold |
12,302
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q4 | $97.3K | Buy |
12,302
+460
| +4% | +$3.64K | ﹤0.01% | 1018 |
|
|
2024
Q3 | $95.6K | Sell |
11,842
-482
| -4% | -$3.89K | ﹤0.01% | 969 |
|
|
2024
Q2 | $92.1K | Sell |
12,324
-988
| -7% | -$7.38K | ﹤0.01% | 841 |
|
|
2024
Q1 | $95.7K | Hold |
13,312
| – | – | ﹤0.01% | 831 |
|
|
2023
Q4 | $90K | Buy |
+13,312
| New | +$90K | ﹤0.01% | 811 |
|