SAG
SageView Advisory Group’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 | $114K | Hold |
14,147
| – | – | ﹤0.01% | 606 |
|
|
2025
Q1 | $113K | Hold |
14,147
| – | – | ﹤0.01% | 590 |
|
|
2024
Q4 | $111K | Buy |
+14,147
| New | +$111K | ﹤0.01% | 581 |
|
|
2024
Q2 | – | Sell |
-86,265
| Closed | -$3.59M | – | 631 |
|
|
2024
Q1 | $3.59M | Buy |
86,265
+67,824
| +368% | +$2.82M | 0.18% | 70 |
|
|
2023
Q4 | $134K | Buy |
+18,441
| New | +$134K | 0.01% | 623 |
|