Rockbridge Investment Management’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
2024 Q1	–	Sell	-4	Closed	-$28	–	387
2023 Q4	$28	Buy	+4	New	+$28	﹤0.01%	664