Allworth Financial’s Nuveen Floating Rate Income Fund JFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7K | Buy |
4,919
+2,148
| +78% | +$18.2K | ﹤0.01% | 2055 |
|
|
2025
Q1 | $22.3K | Buy |
2,771
+2,022
| +270% | +$16.3K | ﹤0.01% | 2007 |
|
|
2024
Q4 | $6.41K | Buy |
+749
| New | +$6.41K | ﹤0.01% | 2635 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$17K | – | 2875 |
|
|
2022
Q2 | $17K | Buy |
+2,000
| New | +$17K | ﹤0.01% | 1306 |
|
|
2017
Q2 | – | Sell |
-311
| Closed | -$4K | – | 789 |
|
|
2017
Q1 | $4K | Buy |
+311
| New | +$4K | ﹤0.01% | 566 |
|