Transcend Capital Advisors’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 |
-29,807
| Closed | -$237K | – | 666 |
|
|
2025
Q1 | $237K | Hold |
29,807
| – | – | 0.02% | 525 |
|
|
2024
Q4 | $234K | Sell |
29,807
-15,703
| -35% | -$123K | 0.02% | 495 |
|
|
2024
Q3 | $367K | Sell |
45,510
-425
| -0.9% | -$3.43K | 0.02% | 441 |
|
|
2024
Q2 | $343K | Buy |
45,935
+3,600
| +9% | +$26.9K | 0.02% | 436 |
|
|
2024
Q1 | $304K | Buy |
42,335
+27,000
| +176% | +$194K | 0.02% | 409 |
|
|
2023
Q4 | $104K | Buy |
+15,335
| New | +$104K | 0.01% | 493 |
|