Private Advisory Group’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
Q1 | – | Sell |
-26,690
| Closed | -$210K | – | 213 |
|
2024
Q4 | $210K | Buy |
+26,690
| New | +$210K | 0.02% | 205 |
|
2022
Q4 | – | Sell |
-10,734
| Closed | -$75K | – | 212 |
|
2022
Q3 | $75K | Hold |
10,734
| – | – | 0.02% | 176 |
|
2022
Q2 | $82K | Hold |
10,734
| – | – | 0.02% | 157 |
|
2022
Q1 | $92K | Hold |
10,734
| – | – | 0.02% | 160 |
|
2021
Q4 | $105K | Hold |
10,734
| – | – | 0.02% | 143 |
|
2021
Q3 | $106K | Buy |
+10,734
| New | +$106K | 0.03% | 119 |
|