SWM
JRO

Spire Wealth Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Spire Wealth Management’s Portfolio JRO Stock Details JRO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,000
Closed -$61K – 3016
2021
Q4 		$61K Buy
+6,000
New +$61K ﹤0.01% 1621
2021
Q2 		– Sell
-6,000
Closed -$57K – 3130
2021
Q1 		$57K Buy
+6,000
New +$57K ﹤0.01% 1668