IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,020
| Closed | -$54K | – | 914 |
|
|
2018
Q1 | $54K | Sell |
5,020
-369
| -7% | -$3.97K | 0.01% | 651 |
|
|
2017
Q4 | $60K | Hold |
5,389
| – | – | 0.02% | 641 |
|
|
2017
Q3 | $63K | Hold |
5,389
| – | – | 0.03% | 458 |
|
|
2017
Q2 | $23 | Buy |
5,389
+4,020
| +294% | +$17 | 0.01% | 738 |
|
|
2017
Q1 | $16K | Sell |
1,369
-550
| -29% | -$6.43K | 0.01% | 710 |
|
|
2016
Q4 | $22K | Buy |
+1,919
| New | +$22K | 0.02% | 607 |
|