B. Riley Wealth Management’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
$268 Buy
32,153
+11,286
+54% +$94 ﹤0.01% 566
2022
Q1
$209K Buy
20,867
+7,244
+53% +$72.6K 0.02% 550
2021
Q4
$139K Buy
+13,623
New +$139K 0.01% 612