CSPIA
JRO
Cary Street Partners Investment Advisory’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,750
| Closed | -$68.3K | – | 1944 |
|
|
2023
Q2 | $68.3K | Hold |
8,750
| – | – | ﹤0.01% | 746 |
|
|
2023
Q1 | $70.2K | Hold |
8,750
| – | – | 0.01% | 668 |
|
|
2022
Q4 | $68.3K | Buy |
+8,750
| New | +$68.3K | 0.01% | 670 |
|
|
2020
Q4 | – | Sell |
-7,600
| Closed | -$62K | – | 989 |
|
|
2020
Q3 | $62K | Buy |
+7,600
| New | +$62K | 0.01% | 456 |
|