Level Four Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
14,032
+330
| +2% | +$2.8K | ﹤0.01% | 769 |
|
|
2025
Q1 | $116K | Sell |
13,702
-263
| -2% | -$2.23K | ﹤0.01% | 735 |
|
|
2024
Q4 | $125K | Sell |
13,965
-4,014
| -22% | -$35.8K | 0.01% | 735 |
|
|
2024
Q3 | $159K | Buy |
17,979
+451
| +3% | +$3.99K | 0.01% | 737 |
|
|
2024
Q2 | $152K | Buy |
17,528
+291
| +2% | +$2.52K | 0.01% | 714 |
|
|
2024
Q1 | $142K | Hold |
17,237
| – | – | 0.01% | 730 |
|
|
2023
Q4 | $142K | Buy |
17,237
+402
| +2% | +$3.3K | 0.01% | 726 |
|
|
2023
Q3 | $138K | Buy |
+16,835
| New | +$138K | 0.01% | 705 |
|