Spire Wealth Management’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 | $743K | Buy |
92,669
+24,273
| +35% | +$195K | 0.03% | 425 |
|
|
2025
Q1 | $544K | Buy |
68,396
+1,493
| +2% | +$11.9K | 0.02% | 547 |
|
|
2024
Q4 | $526K | Buy |
66,903
+1,956
| +3% | +$15.4K | 0.02% | 537 |
|
|
2024
Q3 | $524K | Buy |
64,947
+18,727
| +41% | +$151K | 0.02% | 505 |
|
|
2024
Q2 | $345K | Sell |
46,220
-39,429
| -46% | -$295K | 0.01% | 574 |
|
|
2024
Q1 | $616K | Buy |
85,649
+14,348
| +20% | +$103K | 0.01% | 472 |
|
|
2023
Q4 | $498K | Buy |
71,301
+65,142
| +1,058% | +$455K | 0.02% | 518 |
|
|
2023
Q3 | $39K | Buy |
6,159
+102
| +2% | +$646 | ﹤0.01% | 1259 |
|
|
2023
Q2 | $39.3K | Buy |
6,057
+104
| +2% | +$674 | ﹤0.01% | 1299 |
|
|
2023
Q1 | $39.2K | Buy |
5,953
+1,140
| +24% | +$7.5K | ﹤0.01% | 1303 |
|
|
2022
Q4 | $35K | Buy |
4,813
+138
| +3% | +$1K | ﹤0.01% | 1121 |
|
|
2022
Q3 | $32K | Sell |
4,675
-2,187
| -32% | -$15K | ﹤0.01% | 1119 |
|
|
2022
Q2 | $52K | Sell |
6,862
-3,992
| -37% | -$30.3K | ﹤0.01% | 1275 |
|
|
2022
Q1 | $93K | Sell |
10,854
-32,047
| -75% | -$275K | ﹤0.01% | 1186 |
|
|
2021
Q4 | $423K | Sell |
42,901
-2,004
| -4% | -$19.8K | 0.01% | 757 |
|
|
2021
Q3 | $445K | Sell |
44,905
-2,832
| -6% | -$28.1K | 0.01% | 625 |
|
|
2021
Q2 | $476K | Sell |
47,737
-798
| -2% | -$7.96K | 0.01% | 621 |
|
|
2021
Q1 | $484K | Buy |
+48,535
| New | +$484K | 0.01% | 681 |
|