WLPWM
Walled Lake Planning & Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Hold |
55,269
| – | – | 0.14% | 80 |
|
|
2025
Q1 | $440K | Hold |
55,269
| – | – | 0.16% | 77 |
|
|
2024
Q4 | $434K | Hold |
55,269
| – | – | 0.16% | 76 |
|
|
2024
Q3 | $446K | Hold |
55,269
| – | – | 0.17% | 74 |
|
|
2024
Q2 | $413K | Hold |
55,269
| – | – | 0.17% | 70 |
|
|
2024
Q1 | $397K | Buy |
55,269
+6,550
| +13% | +$47.1K | 0.16% | 70 |
|
|
2023
Q4 | $329K | Buy |
+48,719
| New | +$329K | 0.15% | 70 |
|
|
2021
Q1 | – | Sell |
-130
| Closed | -$1K | – | 345 |
|
|
2020
Q4 | $1K | Sell |
130
-123
| -49% | -$946 | ﹤0.01% | 306 |
|
|
2020
Q3 | $2K | Buy |
253
+5
| +2% | +$40 | ﹤0.01% | 294 |
|
|
2020
Q2 | $2K | Buy |
248
+5
| +2% | +$40 | ﹤0.01% | 287 |
|
|
2020
Q1 | $2K | Buy |
+243
| New | +$2K | ﹤0.01% | 277 |
|