Laird Norton Wetherby Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Buy |
+19,382
| New | +$164K | 0.01% | 903 |
|
|
2024
Q4 | $247K | Buy |
27,696
+531
| +2% | +$4.74K | 0.01% | 764 |
|
|
2024
Q3 | $240K | Buy |
27,165
+1,768
| +7% | +$15.6K | 0.01% | 804 |
|
|
2024
Q2 | $220K | Buy |
25,397
+6,015
| +31% | +$52K | 0.01% | 815 |
|
|
2024
Q1 | $169K | Buy |
+19,382
| New | +$169K | 0.01% | 899 |
|