Spire Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
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|
2025
Q1 | $544K | Buy |
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|
2024
Q4 | $526K | Buy |
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|
2024
Q3 | $524K | Buy |
|
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $616K | Buy |
|
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|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $39K | Buy |
|
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|
2023
Q2 | $39.3K | Buy |
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|
2023
Q1 | $39.2K | Buy |
|
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|
2022
Q4 | $35K | Buy |
|
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|
2022
Q3 | $32K | Sell |
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|
2022
Q2 | $52K | Sell |
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|
2022
Q1 | $93K | Sell |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $445K | Sell |
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|
2021
Q2 | $476K | Sell |
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|
2021
Q1 | $484K | Buy |
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