Independent Financial Group’s Nuveen Floating Rate Income Fund JFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $607K | Sell |
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|
2025
Q4 | $738K | Sell |
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|
2025
Q3 | $907K | Buy |
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|
2025
Q2 | $935K | Buy |
|
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|
2025
Q1 | $926K | Sell |
|
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $1.05M | Sell |
|
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $511K | Buy |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $139K | Buy |
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|
2022
Q3 | $94.3K | Buy |
|