SDAM
Shulman DeMeo Asset Management’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 | $718K | Sell |
89,471
-183
| -0.2% | -$1.47K | 0.18% | 43 |
|
|
2025
Q1 | $714K | Sell |
89,654
-946
| -1% | -$7.53K | 0.2% | 42 |
|
|
2024
Q4 | $712K | Buy |
90,600
+34
| +0% | +$267 | 0.19% | 41 |
|
|
2024
Q3 | $731K | Buy |
90,566
+43
| +0% | +$347 | 0.18% | 46 |
|
|
2024
Q2 | $676K | Sell |
90,523
-172
| -0.2% | -$1.29K | 0.18% | 48 |
|
|
2024
Q1 | $652K | Sell |
90,695
-474
| -0.5% | -$3.41K | 0.17% | 48 |
|
|
2023
Q4 | $616K | Buy |
+91,169
| New | +$616K | 0.17% | 49 |
|