Sigma Planning Corp’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
2026 Q1	$188K	Sell	24,906 -492	-2%	-$3.98K	0.01%	1252
2025 Q4	$206K	Sell	25,398 -15	-0.1%	-$122	0.01%	1216
2025 Q3	$208K	Buy	+25,413	New	+$206K	0.01%	1200
2025 Q2	–	Sell	-12,541	Closed	-$99.8K	–	1299
2025 Q1	$99.8K	Buy	12,541 +4	+0%	+$32	﹤0.01%	1167
2024 Q4	$98.5K	Buy	12,537 +102	+0.8%	+$820	﹤0.01%	1126
2024 Q3	$100K	Buy	12,435 +640	+5%	+$4.96K	﹤0.01%	1170
2024 Q2	$88.1K	Buy	+11,795	New	+$84.7K	﹤0.01%	1145
2023 Q3	–	Sell	-10,510	Closed	-$68.1K	–	1256
2023 Q2	$68.1K	Sell	10,510 -4,165	-28%	-$26.4K	﹤0.01%	1165
2023 Q1	$96.6K	Buy	14,675 +22	+0.2%	+$161	﹤0.01%	1240
2022 Q4	$107K	Buy	14,653 +1,052	+8%	+$7.63K	﹤0.01%	1194
2022 Q3	$95K	Buy	13,601 +35	+0.3%	+$273	﹤0.01%	1198
2022 Q2	$104K	Buy	+13,566	New	+$108K	﹤0.01%	1216
2018 Q2	–	Sell	-11,300	Closed	-$113K	–	924
2018 Q1	$113K	Buy	11,300 +300	+3%	+$2.96K	0.01%	817
2017 Q4	$114K	Buy	11,000 +500	+5%	+$5.23K	0.01%	814
2017 Q3	$111K	Buy	+10,500	New	+$110K	0.01%	819
2017 Q2	–	Sell	-10,500	Closed	-$103K	–	814
2017 Q1	$103K	Hold	10,500	–	–	0.01%	743
2016 Q4	$103K	Buy	+10,500	New	+$101K	0.01%	692