SAM
SignalPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,523
| Closed | -$73K | – | 222 |
|
|
2022
Q3 | $73K | Buy |
10,523
+134
| +1% | +$930 | 0.03% | 202 |
|
|
2022
Q2 | $79K | Buy |
10,389
+127
| +1% | +$966 | 0.03% | 207 |
|
|
2022
Q1 | $88K | Buy |
10,262
+112
| +1% | +$960 | 0.03% | 225 |
|
|
2021
Q4 | $99K | Buy |
10,150
+108
| +1% | +$1.05K | 0.03% | 235 |
|
|
2021
Q3 | $99K | Buy |
+10,042
| New | +$99K | 0.03% | 224 |
|