Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $327K | Buy |
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|
2025
Q2 | $337K | Sell |
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|
2025
Q1 | $447K | Hold |
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|
2024
Q4 | $471K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $162K | Hold |
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|
2022
Q2 | $167K | Hold |
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|
2022
Q1 | $200K | Hold |
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|
2021
Q4 | $203K | Hold |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $285K | Buy |
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