Prospera Financial Services’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 | $413K | Buy |
51,542
+4,558
| +10% | +$36.6K | 0.01% | 975 |
|
|
2025
Q1 | $374K | Buy |
46,984
+4,780
| +11% | +$38.1K | 0.01% | 902 |
|
|
2024
Q4 | $332K | Sell |
42,204
-2,713
| -6% | -$21.3K | 0.01% | 889 |
|
|
2024
Q3 | $362K | Sell |
44,917
-1,837
| -4% | -$14.8K | 0.01% | 847 |
|
|
2024
Q2 | $349K | Buy |
46,754
+22,267
| +91% | +$166K | 0.01% | 854 |
|
|
2024
Q1 | $176K | Sell |
24,487
-6,802
| -22% | -$48.9K | 0.01% | 1051 |
|
|
2023
Q4 | $212K | Buy |
31,289
+17,659
| +130% | +$119K | 0.01% | 982 |
|
|
2023
Q3 | $86.3K | Buy |
+13,630
| New | +$86.3K | ﹤0.01% | 979 |
|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$11K | – | 1238 |
|
|
2022
Q2 | $11K | Sell |
1,500
-8,130
| -84% | -$59.6K | ﹤0.01% | 1324 |
|
|
2022
Q1 | $83K | Buy |
+9,630
| New | +$83K | ﹤0.01% | 1175 |
|
|
2021
Q4 | – | Sell |
-14,698
| Closed | -$146K | – | 886 |
|
|
2021
Q3 | $146K | Sell |
14,698
-843
| -5% | -$8.37K | 0.01% | 771 |
|
|
2021
Q2 | $155K | Hold |
15,541
| – | – | 0.01% | 768 |
|
|
2021
Q1 | $147K | Buy |
+15,541
| New | +$147K | 0.01% | 727 |
|
|
2020
Q4 | – | Sell |
-1,500
| Closed | -$13K | – | 1132 |
|
|
2020
Q3 | $13K | Buy |
+1,500
| New | +$13K | 0.01% | 1035 |
|
|
2017
Q2 | – | Sell |
-53,915
| Closed | -$529K | – | 443 |
|
|
2017
Q1 | $529K | Sell |
53,915
-500
| -0.9% | -$4.91K | 0.1% | 181 |
|
|
2016
Q4 | $535K | Buy |
54,415
+18,043
| +50% | +$177K | 0.1% | 171 |
|
|
2016
Q3 | $364K | Sell |
36,372
-10,168
| -22% | -$102K | 0.07% | 227 |
|
|
2016
Q2 | $466K | Buy |
46,540
+13,375
| +40% | +$134K | 0.1% | 177 |
|
|
2016
Q1 | $310K | Buy |
33,165
+17,315
| +109% | +$162K | 0.07% | 212 |
|
|
2015
Q4 | $145K | Buy |
+15,850
| New | +$145K | 0.03% | 278 |
|