XML Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,555	Closed	-$86.3K	–	352
2024 Q2	$86.3K	Buy	+11,555	New	+$83K	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%	-$52.6K	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%	302
2021 Q2	$178K	Hold	17,797	–	–	0.04%	220
2021 Q1	$169K	Hold	17,797	–	–	0.04%	205
2020 Q4	$169K	Sell	17,797 -13,412	-43%	-$119K	0.04%	203
2020 Q3	$265K	Hold	31,209	–	–	0.08%	159
2020 Q2	$257K	Sell	31,209 -10,697	-26%	-$85.4K	0.09%	163
2020 Q1	$308K	Buy	41,906 +24,109	+135%	+$229K	0.13%	117
2019 Q4	$186K	Buy	+17,797	New	+$181K	0.07%	172