Strategic Financial Concepts’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 | – | Sell |
-19,768
| Closed | -$157K | – | 330 |
|
|
2025
Q1 | $157K | Sell |
19,768
-1,113
| -5% | -$8.86K | 0.03% | 325 |
|
|
2024
Q4 | $164K | Buy |
20,881
+10,105
| +94% | +$79.4K | 0.03% | 325 |
|
|
2024
Q3 | $87K | Sell |
10,776
-81,518
| -88% | -$658K | 0.03% | 243 |
|
|
2024
Q2 | $84.4K | Buy |
92,294
+71,741
| +349% | +$65.6K | 0.05% | 197 |
|
|
2024
Q1 | $148K | Buy |
20,553
+9,676
| +89% | +$69.6K | 0.04% | 301 |
|
|
2023
Q4 | $73.5K | Sell |
10,877
-1,373
| -11% | -$9.28K | 0.04% | 144 |
|
|
2023
Q3 | $77.5K | Hold |
12,250
| – | – | 0.03% | 262 |
|
|
2023
Q2 | $79.4K | Hold |
12,250
| – | – | 0.03% | 251 |
|
|
2023
Q1 | $80.6K | Buy |
+12,250
| New | +$80.6K | 0.03% | 238 |
|