Stonegate Investment Group’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
Q3
$127K Hold
2025
Q2
$124K Sell
2025
Q1
$127K Hold
2024
Q4
$126K Hold
2024
Q3
$129K Hold
2024
Q2
$119K Hold
2024
Q1
$115K Sell
2023
Q4
$121K Sell
2023
Q3
$124K Hold
2023
Q2
$127K Hold
2023
Q1
$129K Hold
2022
Q4
$143K Hold
2022
Q3
$136K Hold
2022
Q2
$150K Hold
2022
Q1
$168K Hold
2021
Q4
$191K Buy