AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,189
| Closed | -$91K | – | 1367 |
|
|
2020
Q1 | $91K | Sell |
12,189
-431
| -3% | -$3.22K | ﹤0.01% | 1044 |
|
|
2019
Q4 | $126K | Buy |
12,620
+416
| +3% | +$4.15K | ﹤0.01% | 1082 |
|
|
2019
Q3 | $116K | Buy |
12,204
+410
| +3% | +$3.9K | ﹤0.01% | 946 |
|
|
2019
Q2 | $115K | Buy |
+11,794
| New | +$115K | ﹤0.01% | 923 |
|