XML Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,555
| Closed | -$86.3K | – | 352 |
|
|
2024
Q2 | $86.3K | Buy |
+11,555
| New | +$86.3K | 0.01% | 331 |
|
|
2022
Q4 | – | Sell |
-11,199
| Closed | -$78K | – | 337 |
|
|
2022
Q3 | $78K | Hold |
11,199
| – | – | 0.01% | 313 |
|
|
2022
Q2 | $86K | Sell |
11,199
-6,598
| -37% | -$50.7K | 0.02% | 226 |
|
|
2022
Q1 | $153K | Hold |
17,797
| – | – | 0.02% | 318 |
|
|
2021
Q4 | $174K | Hold |
17,797
| – | – | 0.02% | 308 |
|
|
2021
Q3 | $176K | Hold |
17,797
| – | – | 0.02% | 300 |
|
|
2021
Q2 | $178K | Hold |
17,797
| – | – | 0.04% | 220 |
|
|
2021
Q1 | $169K | Hold |
17,797
| – | – | 0.04% | 204 |
|
|
2020
Q4 | $169K | Sell |
17,797
-13,412
| -43% | -$127K | 0.04% | 203 |
|
|
2020
Q3 | $265K | Hold |
31,209
| – | – | 0.08% | 159 |
|
|
2020
Q2 | $257K | Sell |
31,209
-10,697
| -26% | -$88.1K | 0.09% | 161 |
|
|
2020
Q1 | $308K | Buy |
41,906
+24,109
| +135% | +$177K | 0.13% | 117 |
|
|
2019
Q4 | $186K | Buy |
+17,797
| New | +$186K | 0.07% | 172 |
|