Schechter Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$124K Hold
2024
Q4
$123K Hold
2024
Q3
$126K Hold
2024
Q2
$116K Buy
2024
Q1
$95.1K Hold
2023
Q4
$89.4K Hold
2023
Q3
$83.7K Hold
2023
Q2
$85.7K Hold
2023
Q1
$87K Hold
2022
Q4
$96.3K Hold
2022
Q3
$92K Hold
2022
Q2
$101K Hold
2022
Q1
$113K Hold
2021
Q4
$129K Buy