Valley Brook Capital Group’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 | $108K | Hold |
13,489
| – | – | 0.08% | 114 |
|
2025
Q1 | $107K | Hold |
13,489
| – | – | 0.08% | 111 |
|
2024
Q4 | $106K | Hold |
13,489
| – | – | 0.08% | 113 |
|
2024
Q3 | $109K | Hold |
13,489
| – | – | 0.08% | 117 |
|
2024
Q2 | $101K | Hold |
13,489
| – | – | 0.08% | 112 |
|
2024
Q1 | $97K | Hold |
13,489
| – | – | 0.08% | 118 |
|
2023
Q4 | $91.2K | Buy |
+13,489
| New | +$91.2K | 0.08% | 113 |
|
2021
Q2 | – | Sell |
-6,650
| Closed | -$63K | – | 270 |
|
2021
Q1 | $63K | Hold |
6,650
| – | – | 0.06% | 199 |
|
2020
Q4 | $63K | Buy |
+6,650
| New | +$63K | 0.06% | 176 |
|