RIA
Realta Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
21,214
+370
| +2% | +$2.97K | 0.07% | 185 |
|
|
2025
Q1 | $166K | Buy |
20,844
+238
| +1% | +$1.89K | 0.08% | 182 |
|
|
2024
Q4 | $165K | Buy |
20,606
+349
| +2% | +$2.8K | 0.07% | 193 |
|
|
2024
Q3 | $164K | Buy |
20,257
+41
| +0.2% | +$333 | 0.08% | 192 |
|
|
2024
Q2 | $151K | Buy |
20,216
+576
| +3% | +$4.3K | 0.03% | 426 |
|
|
2024
Q1 | $141K | Buy |
19,640
+172
| +0.9% | +$1.24K | 0.03% | 448 |
|
|
2023
Q4 | $132K | Buy |
+19,468
| New | +$132K | 0.03% | 424 |
|
|
2020
Q1 | – | Sell |
-675
| Closed | -$7K | – | 885 |
|
|
2019
Q4 | $7K | Hold |
675
| – | – | ﹤0.01% | 1244 |
|
|
2019
Q3 | $7K | Hold |
675
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q2 | $6K | Hold |
675
| – | – | ﹤0.01% | 1316 |
|
|
2019
Q1 | $6K | Buy |
+675
| New | +$6K | ﹤0.01% | 1032 |
|