SFA
Sequoia Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,071
| Closed | -$105K | – | 1368 |
|
|
2024
Q3 | $105K | Buy |
+13,071
| New | +$105K | ﹤0.01% | 1219 |
|
|
2020
Q1 | – | Sell |
-11,877
| Closed | -$124K | – | 385 |
|
|
2019
Q4 | $124K | Buy |
11,877
+1,197
| +11% | +$12.5K | 0.01% | 372 |
|
|
2019
Q3 | $107K | Hold |
10,680
| – | – | 0.01% | 348 |
|
|
2019
Q2 | $106K | Hold |
10,680
| – | – | 0.01% | 365 |
|
|
2019
Q1 | $102K | Buy |
+10,680
| New | +$102K | 0.01% | 356 |
|