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SOA Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,462
Closed -$18.4K 853
2024
Q2
$18.4K Sell
2,462
-3,545
-59% -$26.5K ﹤0.01% 453
2024
Q1
$43.2K Hold
6,007
0.01% 327
2023
Q4
$40.6K Buy
+6,007
New +$40.6K 0.01% 318