Walled Lake Planning & Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Hold |
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|
2025
Q1 | $440K | Hold |
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|
2024
Q4 | $434K | Hold |
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|
2024
Q3 | $446K | Hold |
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|
2024
Q2 | $413K | Hold |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $329K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1K | Sell |
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|
2020
Q3 | $2K | Buy |
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|
2020
Q2 | $2K | Buy |
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|
2020
Q1 | $2K | Buy |
|