Shulman DeMeo Asset Management’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
Q3
$730K Sell
2025
Q2
$718K Sell
2025
Q1
$714K Sell
2024
Q4
$712K Buy
2024
Q3
$731K Buy
2024
Q2
$676K Sell
2024
Q1
$652K Sell
2023
Q4
$616K Buy