DAS
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Diversify Advisory Services’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-26,625
Closed -$235K 659
2024
Q3
$235K Hold
26,625
0.01% 564
2024
Q2
$235K Hold
26,625
0.01% 564
2024
Q1
$233K Buy
+26,625
New +$233K 0.01% 583