Accel Wealth Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,170
| Closed | -$9.39K | – | 946 |
|
|
2023
Q1 | $9.39K | Buy |
1,170
+20
| +2% | +$160 | ﹤0.01% | 912 |
|
|
2022
Q4 | $8.98K | Buy |
1,150
+18
| +2% | +$141 | ﹤0.01% | 735 |
|
|
2022
Q3 | $9K | Buy |
1,132
+15
| +1% | +$119 | ﹤0.01% | 771 |
|
|
2022
Q2 | $9K | Buy |
1,117
+13
| +1% | +$105 | 0.01% | 736 |
|
|
2022
Q1 | $11K | Buy |
1,104
+11
| +1% | +$110 | 0.01% | 700 |
|
|
2021
Q4 | $11K | Buy |
1,093
+14
| +1% | +$141 | 0.01% | 708 |
|
|
2021
Q3 | $11K | Buy |
1,079
+475
| +79% | +$4.84K | 0.01% | 631 |
|
|
2021
Q2 | $6K | Buy |
604
+11
| +2% | +$109 | ﹤0.01% | 781 |
|
|
2021
Q1 | $6K | Buy |
593
+6
| +1% | +$61 | ﹤0.01% | 741 |
|
|
2020
Q4 | $5K | Buy |
+587
| New | +$5K | ﹤0.01% | 723 |
|