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Diversify Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

Diversify Wealth Management’s Portfolio JFR Stock Details JFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$231K Hold
27,201
– – 0.01% 496
2025
Q1 		$220K Buy
27,201
+1
+0% +$8 0.02% 480
2024
Q4 		$240K Buy
+27,200
New +$240K 0.02% 460