WealthTrust Axiom’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 | Hold |
19,879
| – | – | 0.05% | 243 |
|
|
2025
Q1 | $158K | Sell |
19,879
-1,903
| -9% | -$15.1K | 0.05% | 236 |
|
|
2024
Q4 | $171K | Hold |
21,782
| – | – | 0.05% | 236 |
|
|
2024
Q3 | $176K | Buy |
21,782
+340
| +2% | +$2.74K | 0.05% | 240 |
|
|
2024
Q2 | $160K | Sell |
21,442
-888
| -4% | -$6.63K | 0.05% | 229 |
|
|
2024
Q1 | $161K | Buy |
22,330
+1
| +0% | +$7 | 0.05% | 234 |
|
|
2023
Q4 | $151K | Buy |
+22,329
| New | +$151K | 0.05% | 227 |
|