Pinnacle Wealth Planning Services’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
Q4
$62K Buy
2024
Q4
Sell
2024
Q3
$125K Sell
2024
Q2
$163K Buy
2024
Q1
$147K Buy
2023
Q4
$121K Buy
2021
Q1
Sell
2020
Q4
$20K Buy