SIA
Schechter Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $124K | Hold |
15,593
| – | – | 0.01% | 571 |
|
|
2024
Q4 | $123K | Hold |
15,593
| – | – | 0.01% | 593 |
|
|
2024
Q3 | $126K | Hold |
15,593
| – | – | 0.01% | 607 |
|
|
2024
Q2 | $116K | Buy |
15,593
+2,371
| +18% | +$17.7K | 0.01% | 581 |
|
|
2024
Q1 | $95.1K | Hold |
13,222
| – | – | 0.01% | 596 |
|
|
2023
Q4 | $89.4K | Hold |
13,222
| – | – | 0.01% | 581 |
|
|
2023
Q3 | $83.7K | Hold |
13,222
| – | – | 0.01% | 567 |
|
|
2023
Q2 | $85.7K | Hold |
13,222
| – | – | 0.01% | 613 |
|
|
2023
Q1 | $87K | Hold |
13,222
| – | – | 0.01% | 649 |
|
|
2022
Q4 | $96.3K | Hold |
13,222
| – | – | 0.01% | 798 |
|
|
2022
Q3 | $92K | Hold |
13,222
| – | – | 0.01% | 900 |
|
|
2022
Q2 | $101K | Hold |
13,222
| – | – | 0.01% | 908 |
|
|
2022
Q1 | $113K | Hold |
13,222
| – | – | 0.01% | 890 |
|
|
2021
Q4 | $129K | Buy |
+13,222
| New | +$129K | 0.01% | 830 |
|