Wealth Advisory Solutions’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 | $2.2M | Buy |
274,632
+30,549
| +13% | +$245K | 0.56% | 48 |
|
|
2025
Q1 | $1.94M | Buy |
244,083
+43,490
| +22% | +$346K | 0.51% | 51 |
|
|
2024
Q4 | $1.58M | Buy |
200,593
+169,820
| +552% | +$1.33M | 0.44% | 50 |
|
|
2024
Q3 | $248K | Buy |
30,773
+12,701
| +70% | +$102K | 0.07% | 112 |
|
|
2024
Q2 | $135K | Buy |
18,072
+4,072
| +29% | +$30.4K | 0.04% | 122 |
|
|
2024
Q1 | $101K | Buy |
+14,000
| New | +$101K | 0.03% | 124 |
|