MWM
JRO

Meridian Wealth Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,000
Closed -$90K 352
2020
Q3
$90K Hold
11,000
0.02% 251
2020
Q2
$86K Hold
11,000
0.03% 220
2020
Q1
$81K Buy
+11,000
New +$81K 0.04% 200