Stonegate Investment Group’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 | $124K | Sell |
15,488
-500
| -3% | -$4.01K | ﹤0.01% | 384 |
|
2025
Q1 | $127K | Hold |
15,988
| – | – | ﹤0.01% | 349 |
|
2024
Q4 | $126K | Hold |
15,988
| – | – | ﹤0.01% | 342 |
|
2024
Q3 | $129K | Hold |
15,988
| – | – | ﹤0.01% | 345 |
|
2024
Q2 | $119K | Hold |
15,988
| – | – | ﹤0.01% | 337 |
|
2024
Q1 | $115K | Sell |
15,988
-1,977
| -11% | -$14.2K | ﹤0.01% | 315 |
|
2023
Q4 | $121K | Sell |
17,965
-1,634
| -8% | -$11K | ﹤0.01% | 290 |
|
2023
Q3 | $124K | Hold |
19,599
| – | – | ﹤0.01% | 282 |
|
2023
Q2 | $127K | Hold |
19,599
| – | – | ﹤0.01% | 293 |
|
2023
Q1 | $129K | Hold |
19,599
| – | – | ﹤0.01% | 296 |
|
2022
Q4 | $143K | Hold |
19,599
| – | – | 0.01% | 293 |
|
2022
Q3 | $136K | Hold |
19,599
| – | – | 0.01% | 275 |
|
2022
Q2 | $150K | Hold |
19,599
| – | – | 0.01% | 274 |
|
2022
Q1 | $168K | Hold |
19,599
| – | – | 0.01% | 252 |
|
2021
Q4 | $191K | Buy |
+19,599
| New | +$191K | 0.01% | 254 |
|