Family Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,513
| Closed | -$127K | – | 196 |
|
|
2021
Q4 | $127K | Hold |
12,513
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $125K | Hold |
12,513
| – | – | 0.03% | 162 |
|
|
2021
Q2 | $122K | Hold |
12,513
| – | – | 0.03% | 184 |
|
|
2021
Q1 | $119K | Hold |
12,513
| – | – | 0.04% | 153 |
|
|
2020
Q4 | $108K | Buy |
+12,513
| New | +$108K | 0.04% | 160 |
|