Watershed Private 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
2024
Q3
Sell
-10,180
Closed -$76K 119
2024
Q2
$76K Sell
10,180
-6,667
-40% -$49.8K 0.03% 118
2024
Q1
$121K Sell
16,847
-3,796
-18% -$27.3K 0.05% 123
2023
Q4
$140K Buy
+20,643
New +$140K 0.08% 107