Steward Partners Investment Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
172,897
+65,744
| +61% | +$527K | 0.01% | 852 |
|
|
2025
Q1 | $853K | Buy |
107,153
+59,916
| +127% | +$477K | 0.01% | 984 |
|
|
2024
Q4 | $371K | Buy |
47,237
+17,845
| +61% | +$140K | ﹤0.01% | 1301 |
|
|
2024
Q3 | $237K | Buy |
29,392
+10,113
| +52% | +$81.6K | ﹤0.01% | 1442 |
|
|
2024
Q2 | $144K | Buy |
19,279
+2,535
| +15% | +$18.9K | ﹤0.01% | 1601 |
|
|
2024
Q1 | $120K | Sell |
16,744
-2,480
| -13% | -$17.8K | ﹤0.01% | 1667 |
|
|
2023
Q4 | $130K | Buy |
19,224
+2,138
| +13% | +$14.5K | ﹤0.01% | 1565 |
|
|
2023
Q3 | $108K | Buy |
17,086
+32
| +0.2% | +$203 | ﹤0.01% | 1537 |
|
|
2023
Q2 | $111K | Buy |
17,054
+1,133
| +7% | +$7.34K | ﹤0.01% | 1540 |
|
|
2023
Q1 | $105K | Buy |
15,921
+18
| +0.1% | +$118 | ﹤0.01% | 1570 |
|
|
2022
Q4 | $116K | Sell |
15,903
-2,956
| -16% | -$21.5K | ﹤0.01% | 1492 |
|
|
2022
Q3 | $131K | Buy |
18,859
+29
| +0.2% | +$201 | ﹤0.01% | 1381 |
|
|
2022
Q2 | $144K | Buy |
18,830
+1,528
| +9% | +$11.7K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $148K | Buy |
17,302
+17
| +0.1% | +$145 | ﹤0.01% | 1424 |
|
|
2021
Q4 | $169K | Buy |
17,285
+30
| +0.2% | +$293 | ﹤0.01% | 1383 |
|
|
2021
Q3 | $171K | Buy |
17,255
+21
| +0.1% | +$208 | ﹤0.01% | 1328 |
|
|
2021
Q2 | $172K | Sell |
17,234
-37,433
| -68% | -$374K | ﹤0.01% | 1651 |
|
|
2021
Q1 | $519K | Buy |
54,667
+9,966
| +22% | +$94.6K | 0.01% | 879 |
|
|
2020
Q4 | $425K | Sell |
44,701
-10,780
| -19% | -$102K | 0.01% | 804 |
|
|
2020
Q3 | $471K | Sell |
55,481
-10,657
| -16% | -$90.5K | 0.01% | 687 |
|
|
2020
Q2 | $544K | Buy |
66,138
+76
| +0.1% | +$625 | 0.02% | 602 |
|
|
2020
Q1 | $484K | Buy |
66,062
+43
| +0.1% | +$315 | 0.02% | 564 |
|
|
2019
Q4 | $690K | Sell |
66,019
-2,569
| -4% | -$26.9K | 0.02% | 545 |
|
|
2019
Q3 | $689K | Sell |
68,588
-2,523
| -4% | -$25.3K | 0.02% | 504 |
|
|
2019
Q2 | $704K | Buy |
71,111
+7,530
| +12% | +$74.5K | 0.03% | 468 |
|
|
2019
Q1 | $605K | Buy |
63,581
+10,368
| +19% | +$98.7K | 0.03% | 464 |
|
|
2018
Q4 | $443K | Buy |
53,213
+26,183
| +97% | +$218K | 0.02% | 519 |
|
|
2018
Q3 | $251K | Buy |
27,030
+5,497
| +26% | +$51K | 0.01% | 667 |
|
|
2018
Q2 | $201K | Buy |
21,533
+5,202
| +32% | +$48.6K | 0.01% | 650 |
|
|
2018
Q1 | $163K | Buy |
16,331
+15
| +0.1% | +$150 | 0.01% | 653 |
|
|
2017
Q4 | $168K | Buy |
16,316
+2,527
| +18% | +$26K | 0.01% | 554 |
|
|
2017
Q3 | $145K | Buy |
13,789
+8,808
| +177% | +$92.6K | 0.01% | 488 |
|
|
2017
Q2 | $51K | Buy |
4,981
+3,921
| +370% | +$40.1K | 0.01% | 623 |
|
|
2017
Q1 | $10K | Buy |
1,060
+13
| +1% | +$123 | ﹤0.01% | 941 |
|
|
2016
Q4 | $10K | Buy |
+1,047
| New | +$10K | ﹤0.01% | 557 |
|