Petra Financial Advisors’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
2024
Q3
Sell
-200,937
Closed -$1.5M 146
2024
Q2
$1.5M Sell
200,937
-3,955
-2% -$29.5K 1.08% 30
2024
Q1
$1.47M Sell
204,892
-1,597
-0.8% -$11.5K 1.08% 29
2023
Q4
$1.4M Buy
+206,489
New +$1.4M 1.17% 30