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 |
|