Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,999
| Closed | -$31K | – | 619 |
|
|
2022
Q2 | $31K | Buy |
+3,999
| New | +$31K | 0.02% | 489 |
|
|
2022
Q1 | – | Sell |
-3,999
| Closed | -$39K | – | 578 |
|
|
2021
Q4 | $39K | Hold |
3,999
| – | – | 0.02% | 445 |
|
|
2021
Q3 | $40K | Buy |
+3,999
| New | +$40K | 0.02% | 437 |
|
|
2021
Q2 | – | Sell |
-5,677
| Closed | -$54K | – | 473 |
|
|
2021
Q1 | $54K | Buy |
+5,677
| New | +$54K | 0.03% | 324 |
|
|
2020
Q2 | – | Sell |
-13,227
| Closed | -$97K | – | 129 |
|
|
2020
Q1 | $97K | Buy |
13,227
+1,500
| +13% | +$11K | 0.15% | 95 |
|
|
2019
Q4 | $123K | Buy |
+11,727
| New | +$123K | 0.09% | 163 |
|