ProVise Management Group’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
2025
Q3
$124K Hold
2025
Q2
$129K Hold
2025
Q1
$129K Hold
2024
Q4
$136K Sell
2024
Q3
$150K Hold
2024
Q2
$147K Sell
2024
Q1
$155K Sell
2023
Q4
$153K Sell
2023
Q3
$174K Buy