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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Hold
40,349
0.03% 128
2025
Q1
$342K Hold
40,349
0.03% 116
2024
Q4
$360K Buy
40,349
+11,312
+39% +$101K 0.03% 107
2024
Q3
$256K Hold
29,037
0.02% 130
2024
Q2
$251K Hold
29,037
0.03% 128
2024
Q1
$253K Hold
29,037
0.03% 127
2023
Q4
$239K Hold
29,037
0.03% 127
2023
Q3
$238K Buy
+29,037
New +$238K 0.03% 121