Caldwell Sutter Capital’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,808
| Closed | -$24.3K | – | 919 |
|
2024
Q2 | $24.3K | Buy |
2,808
+250
| +10% | +$2.16K | 0.01% | 459 |
|
2024
Q1 | $22.3K | Hold |
2,558
| – | – | 0.01% | 462 |
|
2023
Q4 | $21K | Hold |
2,558
| – | – | 0.01% | 460 |
|
2023
Q3 | $21K | Hold |
2,558
| – | – | 0.01% | 435 |
|
2023
Q2 | $20.2K | Buy |
+2,558
| New | +$20.2K | 0.01% | 438 |
|