Pinnacle Wealth Planning Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,433
| Closed | -$125K | – | 482 |
|
|
2024
Q3 | $125K | Sell |
15,433
-6,393
| -29% | -$51.6K | 0.02% | 493 |
|
|
2024
Q2 | $163K | Buy |
21,826
+1,422
| +7% | +$10.6K | 0.02% | 442 |
|
|
2024
Q1 | $147K | Buy |
20,404
+2,512
| +14% | +$18.1K | 0.02% | 457 |
|
|
2023
Q4 | $121K | Buy |
+17,892
| New | +$121K | 0.02% | 443 |
|
|
2021
Q1 | – | Sell |
-2,065
| Closed | -$20K | – | 1165 |
|
|
2020
Q4 | $20K | Buy |
+2,065
| New | +$20K | ﹤0.01% | 1150 |
|