Amplius Wealth Advisors’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
2022
Q2
Sell
-10,598
Closed -$106K 188
2022
Q1
$106K Hold
10,598
0.02% 175
2021
Q4
$107K Buy
+10,598
New +$107K 0.01% 241