SWM
JPC icon

Sugarloaf Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Sugarloaf Wealth Management’s Portfolio JPC Stock Details JPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-135
Closed -$971 – 676
2024
Q1 		$971 Sell
135
-3,334
-96% -$24K ﹤0.01% 626
2023
Q4 		$23.5K Buy
+3,469
New +$23.5K 0.01% 377