Coastal Bridge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
+535,006
| New | +$4.53M | 0.37% | 70 |
|
|
2025
Q1 | – | Sell |
-463,580
| Closed | -$4.14M | – | 332 |
|
|
2024
Q4 | $4.14M | Sell |
463,580
-14,442
| -3% | -$129K | 1.04% | 24 |
|
|
2024
Q3 | $4.22M | Buy |
478,022
+35,568
| +8% | +$314K | 1.04% | 23 |
|
|
2024
Q2 | $3.83M | Buy |
442,454
+103,719
| +31% | +$897K | 0.95% | 25 |
|
|
2024
Q1 | $2.96M | Buy |
338,735
+124,645
| +58% | +$1.09M | 0.68% | 30 |
|
|
2023
Q4 | $1.76M | Buy |
214,090
+89,601
| +72% | +$737K | 0.45% | 41 |
|
|
2023
Q3 | $1.02M | Buy |
+124,489
| New | +$1.02M | 0.27% | 60 |
|
|
2017
Q2 | – | Sell |
-11,968
| Closed | -$138K | – | 112 |
|
|
2017
Q1 | $138K | Buy |
+11,968
| New | +$138K | 0.05% | 86 |
|