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

Transform Wealth’s Portfolio JFR Stock Details JFR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$138K	Hold
2024 Q2	$135K	Hold
2024 Q1	$136K	Buy
2023 Q4	$126K	Buy
2023 Q3	$127K	Buy
2018 Q3	–	Sell
2018 Q2	$242K	Buy
2018 Q1	$244K	Hold
2017 Q4	$251K	Buy