Waterfront Wealth’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 | $159K | Buy |
19,790
+11
| +0.1% | +$88 | 0.04% | 258 |
|
2025
Q1 | $157K | Buy |
19,779
+7
| +0% | +$56 | 0.04% | 252 |
|
2024
Q4 | $155K | Hold |
19,772
| – | – | 0.04% | 249 |
|
2024
Q3 | $158K | Hold |
19,772
| – | – | 0.04% | 249 |
|
2024
Q2 | $148K | Sell |
19,772
-1,977
| -9% | -$14.8K | 0.04% | 239 |
|
2024
Q1 | $152K | Sell |
21,749
-1,471
| -6% | -$10.3K | 0.04% | 238 |
|
2023
Q4 | $157K | Buy |
+23,220
| New | +$157K | 0.05% | 242 |
|