Spire Wealth Management’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 | $356K | Sell |
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|
2025
Q2 | $390K | Buy |
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|
2025
Q1 | $88.9K | Buy |
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|
2024
Q4 | $58K | Hold |
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|
2024
Q3 | $57.3K | Hold |
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|
2024
Q2 | $56.2K | Sell |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $322K | Buy |
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|
2023
Q3 | $153K | Buy |
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|
2023
Q2 | $48.4K | Hold |
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|
2023
Q1 | $50.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $55K | Sell |
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $127K | Buy |
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|
2021
Q3 | $126K | Hold |
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|
2021
Q2 | $125K | Buy |
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|
2021
Q1 | $116K | Buy |
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