Investment Advisory 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
2025
Q2
$152K Hold
2025
Q1
$152K Buy
2024
Q4
$161K Hold
2024
Q3
$159K Buy
2024
Q2
$156K Hold
2024
Q1
$157K Hold
2023
Q4
$148K Buy
2023
Q3
$148K Buy
2023
Q2
$142K Hold
2023
Q1
$148K Hold
2022
Q4
$143K Sell
2022
Q3
$158K Buy
2022
Q2
$162K Buy
2022
Q1
$196K Buy
2021
Q4
$202K Buy