United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,541
| Closed | -$104K | – | 1118 |
|
|
2022
Q2 | $104K | Hold |
13,541
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q1 | $116K | Hold |
13,541
| – | – | ﹤0.01% | 1125 |
|
|
2021
Q4 | $132K | Sell |
13,541
-13,919
| -51% | -$136K | ﹤0.01% | 1168 |
|
|
2021
Q3 | $272K | Buy |
27,460
+9,062
| +49% | +$89.8K | ﹤0.01% | 1044 |
|
|
2021
Q2 | $184K | Sell |
18,398
-1,489
| -7% | -$14.9K | ﹤0.01% | 1173 |
|
|
2021
Q1 | $189K | Sell |
19,887
-955
| -5% | -$9.08K | ﹤0.01% | 1131 |
|
|
2020
Q4 | $198K | Sell |
20,842
-2,000
| -9% | -$19K | ﹤0.01% | 1125 |
|
|
2020
Q3 | $194K | Buy |
22,842
+2,000
| +10% | +$17K | ﹤0.01% | 1075 |
|
|
2020
Q2 | $172K | Sell |
20,842
-4,538
| -18% | -$37.5K | ﹤0.01% | 1107 |
|
|
2020
Q1 | $186K | Sell |
25,380
-1,310
| -5% | -$9.6K | ﹤0.01% | 1075 |
|
|
2019
Q4 | $279K | Sell |
26,690
-1,148
| -4% | -$12K | ﹤0.01% | 1153 |
|
|
2019
Q3 | $280K | Sell |
27,838
-2,056
| -7% | -$20.7K | ﹤0.01% | 1086 |
|
|
2019
Q2 | $296K | Sell |
29,894
-6,264
| -17% | -$62K | ﹤0.01% | 1201 |
|
|
2019
Q1 | $345K | Sell |
36,158
-11,804
| -25% | -$113K | ﹤0.01% | 1073 |
|
|
2018
Q4 | $400K | Sell |
47,962
-131,908
| -73% | -$1.1M | ﹤0.01% | 975 |
|
|
2018
Q3 | $1.67M | Sell |
179,870
-214,603
| -54% | -$1.99M | 0.01% | 649 |
|
|
2018
Q2 | $3.68M | Sell |
394,473
-21,142
| -5% | -$197K | 0.03% | 470 |
|
|
2018
Q1 | $4.16M | Buy |
415,615
+29,060
| +8% | +$291K | 0.03% | 439 |
|
|
2017
Q4 | $4M | Buy |
386,555
+28,068
| +8% | +$290K | 0.03% | 451 |
|
|
2017
Q3 | $3.79M | Buy |
358,487
+20,938
| +6% | +$221K | 0.03% | 436 |
|
|
2017
Q2 | $3.51M | Buy |
337,549
+21,271
| +7% | +$221K | 0.03% | 444 |
|
|
2017
Q1 | $3.1M | Buy |
316,278
+47,297
| +18% | +$464K | 0.03% | 459 |
|
|
2016
Q4 | $2.65M | Buy |
268,981
+20,387
| +8% | +$201K | 0.03% | 504 |
|
|
2016
Q3 | $2.49M | Buy |
248,594
+104,711
| +73% | +$1.05M | 0.02% | 535 |
|
|
2016
Q2 | $1.44M | Sell |
143,883
-19,531
| -12% | -$195K | 0.01% | 635 |
|
|
2016
Q1 | $1.53M | Buy |
163,414
+560
| +0.3% | +$5.24K | 0.02% | 593 |
|
|
2015
Q4 | $1.49M | Sell |
162,854
-1,378
| -0.8% | -$12.6K | 0.02% | 603 |
|
|
2015
Q3 | $1.48M | Sell |
164,232
-8,092
| -5% | -$72.7K | 0.02% | 590 |
|
|
2015
Q2 | $1.58M | Buy |
172,324
+133,125
| +340% | +$1.22M | 0.02% | 630 |
|
|
2015
Q1 | $380K | Buy |
39,199
+19,110
| +95% | +$185K | ﹤0.01% | 1007 |
|
|
2014
Q4 | $192K | Sell |
20,089
-1,257
| -6% | -$12K | ﹤0.01% | 1104 |
|
|
2014
Q3 | $196K | Buy |
+21,346
| New | +$196K | ﹤0.01% | 1050 |
|