PWP
Private Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,500
| Closed | -$94K | – | 86 |
|
|
2022
Q3 | $94K | Sell |
13,500
-3,000
| -18% | -$20.9K | 0.01% | 74 |
|
|
2022
Q2 | $126K | Sell |
16,500
-1,500
| -8% | -$11.5K | 0.01% | 70 |
|
|
2022
Q1 | $154K | Hold |
18,000
| – | – | 0.01% | 79 |
|
|
2021
Q4 | $176K | Buy |
18,000
+7,000
| +64% | +$68.4K | 0.01% | 79 |
|
|
2021
Q3 | $109K | Hold |
11,000
| – | – | 0.01% | 79 |
|
|
2021
Q2 | $110K | Hold |
11,000
| – | – | 0.01% | 76 |
|
|
2021
Q1 | $104K | Buy |
+11,000
| New | +$104K | 0.01% | 72 |
|