Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-360
| Closed | -$3K | – | 598 |
|
|
2015
Q3 | $3K | Hold |
360
| – | – | ﹤0.01% | 893 |
|
|
2015
Q2 | $3K | Sell |
360
-100
| -22% | -$833 | ﹤0.01% | 807 |
|
|
2015
Q1 | $4K | Sell |
460
-610
| -57% | -$5.3K | ﹤0.01% | 840 |
|
|
2014
Q4 | $10K | Buy |
1,070
+90
| +9% | +$841 | ﹤0.01% | 634 |
|
|
2014
Q3 | $9K | Hold |
980
| – | – | ﹤0.01% | 717 |
|
|
2014
Q2 | $10K | Buy |
980
+150
| +18% | +$1.53K | ﹤0.01% | 666 |
|
|
2014
Q1 | $8K | Sell |
830
-250
| -23% | -$2.41K | ﹤0.01% | 673 |
|
|
2013
Q4 | $10K | Sell |
1,080
-483
| -31% | -$4.47K | 0.01% | 590 |
|
|
2013
Q3 | $14K | Sell |
1,563
-1,224
| -44% | -$11K | 0.01% | 538 |
|
|
2013
Q2 | $27K | Buy |
+2,787
| New | +$27K | 0.01% | 391 |
|