Rockefeller Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
+62,643
| New | +$502K | ﹤0.01% | 1556 |
|
|
2025
Q1 | – | Sell |
-40,218
| Closed | -$316K | – | 1705 |
|
|
2024
Q4 | $316K | Buy |
40,218
+12,359
| +44% | +$97.1K | ﹤0.01% | 1588 |
|
|
2024
Q3 | $225K | Sell |
27,859
-5,386
| -16% | -$43.5K | ﹤0.01% | 1589 |
|
|
2024
Q2 | $248K | Sell |
33,245
-95,576
| -74% | -$714K | ﹤0.01% | 1592 |
|
|
2024
Q1 | $926K | Sell |
128,821
-517,058
| -80% | -$3.72M | ﹤0.01% | 1291 |
|
|
2023
Q4 | $4.37M | Buy |
645,879
+355,996
| +123% | +$2.41M | 0.01% | 675 |
|
|
2023
Q3 | $1.83M | Buy |
289,883
+2,338
| +0.8% | +$14.8K | 0.01% | 875 |
|
|
2023
Q2 | $1.86M | Buy |
287,545
+174,196
| +154% | +$1.13M | 0.01% | 870 |
|
|
2023
Q1 | $745K | Buy |
113,349
+6,585
| +6% | +$43.3K | ﹤0.01% | 1188 |
|
|
2022
Q4 | $777K | Buy |
106,764
+322
| +0.3% | +$2.34K | ﹤0.01% | 1099 |
|
|
2022
Q3 | $739K | Sell |
106,442
-41,744
| -28% | -$290K | ﹤0.01% | 1123 |
|
|
2022
Q2 | $1.13M | Buy |
148,186
+4,344
| +3% | +$33.2K | 0.01% | 958 |
|
|
2022
Q1 | $1.23M | Sell |
143,842
-12,513
| -8% | -$107K | 0.01% | 983 |
|
|
2021
Q4 | $1.53M | Sell |
156,355
-6,045
| -4% | -$59K | 0.01% | 897 |
|
|
2021
Q3 | $1.61M | Buy |
162,400
+39,722
| +32% | +$393K | 0.01% | 825 |
|
|
2021
Q2 | $1.22M | Buy |
122,678
+38,178
| +45% | +$381K | 0.01% | 858 |
|
|
2021
Q1 | $801K | Hold |
84,500
| – | – | 0.01% | 856 |
|
|
2020
Q4 | $802K | Hold |
84,500
| – | – | 0.01% | 749 |
|
|
2020
Q3 | $717K | Buy |
+84,500
| New | +$717K | 0.01% | 685 |
|