PIWA
Prevail Innovative Wealth Advisors’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 | $1.63M | Buy |
191,938
+108,520
| +130% | +$919K | 0.36% | 93 |
|
|
2025
Q1 | $707K | Buy |
+83,418
| New | +$707K | 0.19% | 130 |
|
|
2024
Q4 | – | Sell |
-219,419
| Closed | -$1.94M | – | 183 |
|
|
2024
Q3 | $1.94M | Sell |
219,419
-5,434
| -2% | -$47.9K | 0.59% | 58 |
|
|
2024
Q2 | $1.94M | Buy |
224,853
+53,569
| +31% | +$463K | 0.69% | 66 |
|
|
2024
Q1 | $1.5M | Buy |
171,284
+39,141
| +30% | +$342K | 0.56% | 78 |
|
|
2023
Q4 | $1.09M | Buy |
+132,143
| New | +$1.09M | 0.52% | 69 |
|