PIWA
Prevail Innovative Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-238,150
| Closed | -$1.92M | – | 184 |
|
|
2024
Q3 | $1.92M | Sell |
238,150
-137,920
| -37% | -$1.11M | 0.59% | 59 |
|
|
2024
Q2 | $2.81M | Buy |
376,070
+283,822
| +308% | +$2.12M | 0.99% | 38 |
|
|
2024
Q1 | $663K | Buy |
92,248
+56,755
| +160% | +$408K | 0.25% | 108 |
|
|
2023
Q4 | $240K | Buy |
+35,493
| New | +$240K | 0.11% | 120 |
|