Rothschild Investment LLC’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 | $557K | Sell |
69,400
-358,119
| -84% | -$2.87M | 0.03% | 320 |
|
|
2025
Q1 | $3.4M | Sell |
427,519
-75,586
| -15% | -$602K | 0.23% | 101 |
|
|
2024
Q4 | $3.95M | Sell |
503,105
-10,937
| -2% | -$86K | 0.26% | 85 |
|
|
2024
Q3 | $4.15M | Sell |
514,042
-8,843
| -2% | -$71.4K | 0.27% | 86 |
|
|
2024
Q2 | $3.91M | Sell |
522,885
-5,816
| -1% | -$43.4K | 0.27% | 83 |
|
|
2024
Q1 | $3.8M | Buy |
528,701
+8,512
| +2% | +$61.2K | 0.28% | 84 |
|
|
2023
Q4 | $3.52M | Buy |
+520,189
| New | +$3.52M | 0.29% | 79 |
|