Avantax Advisory Services’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 | $1.23M | Buy |
145,407
+1,840
| +1% | +$15.6K | 0.01% | 1037 |
|
|
2025
Q1 | $1.22M | Buy |
143,567
+37,835
| +36% | +$320K | 0.01% | 990 |
|
|
2024
Q4 | $943K | Buy |
105,732
+30,629
| +41% | +$273K | 0.01% | 1062 |
|
|
2024
Q3 | $662K | Buy |
75,103
+3,553
| +5% | +$31.3K | ﹤0.01% | 1240 |
|
|
2024
Q2 | $619K | Buy |
71,550
+39,796
| +125% | +$344K | ﹤0.01% | 1234 |
|
|
2024
Q1 | $277K | Buy |
31,754
+8,647
| +37% | +$75.5K | ﹤0.01% | 1343 |
|
|
2023
Q4 | $190K | Buy |
23,107
+4,539
| +24% | +$37.3K | ﹤0.01% | 1486 |
|
|
2023
Q3 | $152K | Buy |
+18,568
| New | +$152K | ﹤0.01% | 1459 |
|