First Foundation Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $139K | Sell |
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|
2017
Q4 | $157K | Sell |
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|
2017
Q3 | $265K | Sell |
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|
2017
Q2 | $395K | Buy |
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|
2017
Q1 | $301K | Sell |
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|
2016
Q4 | $3.25M | Buy |
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|
2016
Q3 | $2.75M | Buy |
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|
2016
Q2 | $1.68M | Buy |
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|
2016
Q1 | $167K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $117K | Hold |
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|
2015
Q2 | $126K | Hold |
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|
2015
Q1 | $136K | Hold |
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|
2014
Q4 | $132K | Buy |
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