Private Trust Company’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
Q2 | $250K | Buy |
31,148
+1,861
| +6% | +$14.9K | 0.02% | 642 |
|
|
2025
Q1 | $233K | Sell |
29,287
-1,882
| -6% | -$15K | 0.02% | 659 |
|
|
2024
Q4 | $245K | Hold |
31,169
| – | – | 0.03% | 613 |
|
|
2024
Q3 | $252K | Hold |
31,169
| – | – | 0.03% | 613 |
|
|
2024
Q2 | $233K | Hold |
31,169
| – | – | 0.03% | 601 |
|
|
2024
Q1 | $224K | Hold |
31,169
| – | – | 0.02% | 603 |
|
|
2023
Q4 | $211K | Buy |
31,169
+26,936
| +636% | +$182K | 0.02% | 598 |
|
|
2023
Q3 | $26.8K | Hold |
4,233
| – | – | ﹤0.01% | 1249 |
|
|
2023
Q2 | $27.4K | Hold |
4,233
| – | – | ﹤0.01% | 1247 |
|
|
2023
Q1 | $27.9K | Hold |
4,233
| – | – | ﹤0.01% | 1208 |
|
|
2022
Q4 | $31K | Hold |
4,233
| – | – | ﹤0.01% | 1130 |
|
|
2022
Q3 | $29K | Hold |
4,233
| – | – | ﹤0.01% | 1081 |
|
|
2022
Q2 | $32K | Buy |
+4,233
| New | +$32K | 0.01% | 1076 |
|