Foresight Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,307
| Closed | -$113K | – | 123 |
|
|
2022
Q1 | $113K | Buy |
11,307
+129
| +1% | +$1.29K | 0.02% | 110 |
|
|
2021
Q4 | $114K | Buy |
11,178
+250
| +2% | +$2.55K | ﹤0.01% | 112 |
|
|
2021
Q3 | $110K | Buy |
10,928
+189
| +2% | +$1.9K | 0.02% | 109 |
|
|
2021
Q2 | $108K | Buy |
10,739
+191
| +2% | +$1.92K | 0.02% | 121 |
|
|
2021
Q1 | $102K | Buy |
+10,548
| New | +$102K | 0.03% | 102 |
|