WS
Wela Strategies’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-59,040
| Closed | -$476K | – | 67 |
|
|
2024
Q3 | $476K | Sell |
59,040
-33,495
| -36% | -$270K | 0.21% | 34 |
|
|
2024
Q2 | $691K | Buy |
92,535
+3,309
| +4% | +$24.7K | 0.32% | 23 |
|
|
2024
Q1 | $642K | Sell |
89,226
-54,690
| -38% | -$393K | 0.3% | 27 |
|
|
2023
Q4 | $973K | Buy |
+143,916
| New | +$973K | 0.52% | 23 |
|