WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $922K | Buy |
88,669
+26,477
| +43% | +$275K | 0.21% | 114 |
|
|
2017
Q1 | $610K | Sell |
62,192
-16,805
| -21% | -$165K | 0.16% | 142 |
|
|
2016
Q4 | $777K | Buy |
78,997
+27,481
| +53% | +$270K | 0.19% | 137 |
|
|
2016
Q3 | $516K | Buy |
51,516
+28,616
| +125% | +$287K | 0.13% | 176 |
|
|
2016
Q2 | $229K | Sell |
22,900
-166
| -0.7% | -$1.66K | 0.06% | 298 |
|
|
2016
Q1 | $216K | Buy |
23,066
+10,309
| +81% | +$96.5K | 0.06% | 281 |
|
|
2015
Q4 | $117K | Buy |
12,757
+6,410
| +101% | +$58.8K | 0.04% | 430 |
|
|
2015
Q3 | $57K | Buy |
6,347
+1,676
| +36% | +$15.1K | 0.02% | 604 |
|
|
2015
Q2 | $43K | Hold |
4,671
| – | – | 0.01% | 766 |
|
|
2015
Q1 | $45K | Sell |
4,671
-4,190
| -47% | -$40.4K | 0.01% | 757 |
|
|
2014
Q4 | $85K | Buy |
8,861
+280
| +3% | +$2.69K | 0.02% | 686 |
|
|
2014
Q3 | $79K | Buy |
8,581
+1,886
| +28% | +$17.4K | 0.02% | 740 |
|
|
2014
Q2 | $65K | Hold |
6,695
| – | – | 0.01% | 812 |
|
|
2014
Q1 | $62K | Buy |
6,695
+500
| +8% | +$4.63K | 0.01% | 825 |
|
|
2013
Q4 | $55K | Buy |
6,195
+2,350
| +61% | +$20.9K | 0.01% | 965 |
|
|
2013
Q3 | $33K | Buy |
3,845
+320
| +9% | +$2.75K | 0.01% | 1082 |
|
|
2013
Q2 | $34K | Buy |
+3,525
| New | +$34K | 0.01% | 1030 |
|