Sigma Planning Corp’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,541
Closed -$99.8K 1288
2025
Q1
$99.8K Buy
12,541
+4
+0% +$32 ﹤0.01% 1162
2024
Q4
$98.5K Buy
12,537
+102
+0.8% +$802 ﹤0.01% 1126
2024
Q3
$100K Buy
12,435
+640
+5% +$5.17K ﹤0.01% 1169
2024
Q2
$88.1K Buy
+11,795
New +$88.1K ﹤0.01% 1143
2023
Q3
Sell
-10,510
Closed -$68.1K 1246
2023
Q2
$68.1K Sell
10,510
-4,165
-28% -$27K ﹤0.01% 1165
2023
Q1
$96.6K Buy
14,675
+22
+0.2% +$145 ﹤0.01% 1240
2022
Q4
$107K Buy
14,653
+1,052
+8% +$7.66K ﹤0.01% 1194
2022
Q3
$95K Buy
13,601
+35
+0.3% +$244 ﹤0.01% 1191
2022
Q2
$104K Buy
+13,566
New +$104K ﹤0.01% 1207
2018
Q2
Sell
-11,300
Closed -$113K 918
2018
Q1
$113K Buy
11,300
+300
+3% +$3K 0.01% 813
2017
Q4
$114K Buy
11,000
+500
+5% +$5.18K 0.01% 810
2017
Q3
$111K Buy
+10,500
New +$111K 0.01% 812
2017
Q2
Sell
-10,500
Closed -$103K 813
2017
Q1
$103K Hold
10,500
0.01% 743
2016
Q4
$103K Buy
+10,500
New +$103K 0.01% 688