Castle Rock Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$554K Buy
2020
Q1
Sell
2019
Q4
$439K Sell
2019
Q3
$421K Sell
2019
Q2
$550K Buy
2019
Q1
$0 Buy
2018
Q4
Sell
2018
Q3
$117K Sell
2018
Q2
$124K Buy