Carson Wealth (CWM LLC)’s Nuveen Floating Rate Income Fund JFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Sell |
1,405
-477
| -25% | -$4.07K | ﹤0.01% | 4204 |
|
|
2025
Q1 | $16K | Hold |
1,882
| – | – | ﹤0.01% | 3828 |
|
|
2024
Q4 | $17K | Hold |
1,882
| – | – | ﹤0.01% | 3540 |
|
|
2024
Q3 | $17K | Buy |
1,882
+332
| +21% | +$3K | ﹤0.01% | 3461 |
|
|
2024
Q2 | $13K | Hold |
1,550
| – | – | ﹤0.01% | 3389 |
|
|
2024
Q1 | $14K | Sell |
1,550
-2,415
| -61% | -$21.8K | ﹤0.01% | 3133 |
|
|
2023
Q4 | $33K | Sell |
3,965
-13,592
| -77% | -$113K | ﹤0.01% | 2442 |
|
|
2023
Q3 | $144K | Buy |
17,557
+16,007
| +1,033% | +$131K | ﹤0.01% | 1444 |
|
|
2023
Q2 | $12K | Buy |
+1,550
| New | +$12K | ﹤0.01% | 2979 |
|