Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $78.9K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $39K | Sell |
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|
2017
Q1 | $41K | Buy |
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|
2016
Q4 | $38K | Sell |
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|
2016
Q3 | $39K | Sell |
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|
2016
Q2 | $41K | Sell |
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|
2016
Q1 | $54K | Sell |
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|
2015
Q4 | $65K | Buy |
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|
2015
Q3 | $21K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $23K | Hold |
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|
2014
Q4 | $22K | Buy |
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