Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.87M | Sell |
209,283
-7,677
| -4% | -$68.5K | 0.96% | 32 |
|
|
2024
Q3 | $1.91M | Buy |
216,960
+7,664
| +4% | +$67.6K | 1.1% | 25 |
|
|
2024
Q2 | $1.81M | Sell |
209,296
-8,509
| -4% | -$73.6K | 1.14% | 25 |
|
|
2024
Q1 | $1.9M | Buy |
217,805
+7,143
| +3% | +$62.4K | 1.22% | 23 |
|
|
2023
Q4 | $1.73M | Sell |
210,662
-905
| -0.4% | -$7.44K | 1.23% | 23 |
|
|
2023
Q3 | $1.74M | Buy |
211,567
+11,303
| +6% | +$92.8K | 1.38% | 22 |
|
|
2023
Q2 | $1.58M | Buy |
200,264
+1,807
| +0.9% | +$14.3K | 1.21% | 23 |
|
|
2023
Q1 | $1.63M | Sell |
198,457
-871
| -0.4% | -$7.14K | 1.28% | 21 |
|
|
2022
Q4 | $1.58M | Buy |
+199,328
| New | +$1.58M | 1.32% | 21 |
|