IFP Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-57
| Closed | -$449 | – | 3431 |
|
|
2023
Q3 | $449 | Hold |
57
| – | – | ﹤0.01% | 3117 |
|
|
2023
Q2 | $445 | Buy |
+57
| New | +$445 | ﹤0.01% | 3214 |
|
|
2023
Q1 | – | Sell |
-1,758
| Closed | -$19K | – | 4700 |
|
|
2022
Q4 | $19K | Sell |
1,758
-2,457
| -58% | -$26.6K | ﹤0.01% | 2952 |
|
|
2022
Q3 | $45K | Buy |
4,215
+38
| +0.9% | +$406 | ﹤0.01% | 2455 |
|
|
2022
Q2 | $45K | Hold |
4,177
| – | – | ﹤0.01% | 2243 |
|
|
2022
Q1 | $45K | Buy |
+4,177
| New | +$45K | ﹤0.01% | 2243 |
|
|
2019
Q1 | $17K | Sell |
1,725
-86
| -5% | -$848 | ﹤0.01% | 1417 |
|
|
2018
Q4 | $16K | Buy |
+1,811
| New | +$16K | ﹤0.01% | 2246 |
|
|
2016
Q2 | – | Sell |
-1,725
| Closed | -$17K | – | 4475 |
|
|
2016
Q1 | $17K | Buy |
+1,725
| New | +$17K | ﹤0.01% | 1417 |
|