Concurrent Investment Advisors’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Concurrent Investment Advisors’s Portfolio JFR Stock Details JFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$328K	Sell
2025 Q2	$474K	Buy
2025 Q1	$438K	Buy
2024 Q4	$448K	Hold
2024 Q3	$443K	Sell
2024 Q2	$435K	Sell
2024 Q1	$439K	Sell
2023 Q4	$426K	Buy