SIS
Sound Income Strategies’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Buy |
6,734
+2,834
| +73% | +$22.7K | ﹤0.01% | 502 |
|
|
2025
Q1 | $31K | Hold |
3,900
| – | – | ﹤0.01% | 618 |
|
|
2024
Q4 | $30.7K | Hold |
3,900
| – | – | ﹤0.01% | 587 |
|
|
2024
Q3 | $31.5K | Sell |
3,900
-98
| -2% | -$791 | ﹤0.01% | 540 |
|
|
2024
Q2 | $29.9K | Hold |
3,998
| – | – | ﹤0.01% | 539 |
|
|
2024
Q1 | $28.7K | Hold |
3,998
| – | – | ﹤0.01% | 528 |
|
|
2023
Q4 | $27K | Buy |
3,998
+98
| +3% | +$662 | ﹤0.01% | 521 |
|
|
2023
Q3 | $24.7K | Hold |
3,900
| – | – | ﹤0.01% | 400 |
|
|
2023
Q2 | $25.3K | Hold |
3,900
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $25.7K | Hold |
3,900
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $28.4K | Hold |
3,900
| – | – | ﹤0.01% | 342 |
|
|
2022
Q3 | $27K | Hold |
3,900
| – | – | ﹤0.01% | 316 |
|
|
2022
Q2 | $30K | Hold |
3,900
| – | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $33K | Hold |
3,900
| – | – | ﹤0.01% | 284 |
|
|
2021
Q4 | $38K | Hold |
3,900
| – | – | ﹤0.01% | 264 |
|
|
2021
Q3 | $39K | Hold |
3,900
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $39K | Hold |
3,900
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $37K | Hold |
3,900
| – | – | 0.01% | 255 |
|
|
2020
Q4 | $37K | Hold |
3,900
| – | – | 0.01% | 238 |
|
|
2020
Q3 | $33K | Hold |
3,900
| – | – | 0.01% | 222 |
|
|
2020
Q2 | $32K | Hold |
3,900
| – | – | 0.01% | 210 |
|
|
2020
Q1 | $29K | Hold |
3,900
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $41K | Hold |
3,900
| – | – | 0.01% | 148 |
|
|
2019
Q3 | $39K | Hold |
3,900
| – | – | 0.01% | 144 |
|
|
2019
Q2 | $39K | Sell |
3,900
-70,235
| -95% | -$702K | 0.01% | 148 |
|
|
2019
Q1 | $707K | Hold |
74,135
| – | – | 0.32% | 36 |
|
|
2018
Q4 | $618K | Sell |
74,135
-1,203
| -2% | -$10K | 0.32% | 34 |
|
|
2018
Q3 | $698K | Sell |
75,338
-2,343
| -3% | -$21.7K | 0.34% | 36 |
|
|
2018
Q2 | $725K | Buy |
77,681
+3,641
| +5% | +$34K | 0.42% | 34 |
|
|
2018
Q1 | $741K | Buy |
74,040
+312
| +0.4% | +$3.12K | 0.49% | 25 |
|
|
2017
Q4 | $719K | Buy |
+73,728
| New | +$719K | 0.47% | 31 |
|