Whittier Trust’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 | $217K | Sell |
27,043
-1,161
| -4% | -$9.31K | ﹤0.01% | 644 |
|
|
2025
Q1 | $224K | Sell |
28,204
-1,454
| -5% | -$11.6K | ﹤0.01% | 633 |
|
|
2024
Q4 | $233K | Sell |
29,658
-5,129
| -15% | -$40.3K | ﹤0.01% | 632 |
|
|
2024
Q3 | $281K | Sell |
34,787
-987
| -3% | -$7.97K | ﹤0.01% | 608 |
|
|
2024
Q2 | $267K | Sell |
35,774
-55,733
| -61% | -$416K | ﹤0.01% | 598 |
|
|
2024
Q1 | $658K | Sell |
91,507
-7,171
| -7% | -$51.6K | 0.01% | 444 |
|
|
2023
Q4 | $667K | Buy |
+98,678
| New | +$667K | 0.01% | 422 |
|