Wealthcare Advisory Partners’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 | $622K | Sell |
77,543
-6,779
| -8% | -$54.4K | 0.01% | 593 |
|
|
2025
Q1 | $671K | Buy |
84,322
+1,749
| +2% | +$13.9K | 0.02% | 523 |
|
|
2024
Q4 | $649K | Sell |
82,573
-6,126
| -7% | -$48.2K | 0.02% | 520 |
|
|
2024
Q3 | $716K | Buy |
88,699
+3,187
| +4% | +$25.7K | 0.02% | 490 |
|
|
2024
Q2 | $639K | Sell |
85,512
-5,778
| -6% | -$43.2K | 0.02% | 485 |
|
|
2024
Q1 | $656K | Sell |
91,290
-6,664
| -7% | -$47.9K | 0.02% | 490 |
|
|
2023
Q4 | $662K | Buy |
97,954
+71,014
| +264% | +$480K | 0.03% | 426 |
|
|
2023
Q3 | $171K | Buy |
26,940
+2,030
| +8% | +$12.9K | 0.01% | 666 |
|
|
2023
Q2 | $161K | Buy |
+24,910
| New | +$161K | 0.01% | 690 |
|
|
2023
Q1 | – | Sell |
-28,361
| Closed | -$206K | – | 718 |
|
|
2022
Q4 | $206K | Sell |
28,361
-458
| -2% | -$3.33K | 0.01% | 647 |
|
|
2022
Q3 | $200K | Sell |
28,819
-2,268
| -7% | -$15.7K | 0.01% | 568 |
|
|
2022
Q2 | $238K | Hold |
31,087
| – | – | 0.01% | 482 |
|
|
2022
Q1 | $267K | Sell |
31,087
-1,500
| -5% | -$12.9K | 0.02% | 450 |
|
|
2021
Q4 | $318K | Hold |
32,587
| – | – | 0.02% | 427 |
|
|
2021
Q3 | $323K | Sell |
32,587
-500
| -2% | -$4.96K | 0.02% | 396 |
|
|
2021
Q2 | $330K | Buy |
33,087
+300
| +0.9% | +$2.99K | 0.02% | 398 |
|
|
2021
Q1 | $311K | Buy |
32,787
+20,100
| +158% | +$191K | 0.02% | 386 |
|
|
2020
Q4 | $121K | Buy |
+12,687
| New | +$121K | 0.01% | 417 |
|