MGB Wealth Management’s Nuveen Floating Rate Income Fund JFR Stock Holding History

MGB Wealth Management’s Portfolio JFR Stock Details JFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$96.1K	Sell
2025 Q1	$206K	Buy
2024 Q4	$110K	Sell
2024 Q3	$129K	Hold
2024 Q2	$129K	Hold
2024 Q1	$127K	Hold
2023 Q4	$120K	Buy