M Holdings Securities’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 | – | Sell |
|
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|
2025
Q4 | $203K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $223K | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $117K | Buy |
|
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|
2022
Q4 | $113K | Buy |
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|
2022
Q3 | $115K | Buy |
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|
2022
Q2 | $117K | Buy |
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|
2022
Q1 | $140K | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $99K | Buy |
|