Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-715
| Closed | -$7K | – | 1223 |
|
|
2021
Q1 | $7K | Buy |
+715
| New | +$7K | ﹤0.01% | 1555 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$20K | – | 1378 |
|
|
2019
Q2 | $20K | Hold |
2,000
| – | – | ﹤0.01% | 721 |
|
|
2019
Q1 | $19K | Hold |
2,000
| – | – | ﹤0.01% | 670 |
|
|
2018
Q4 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 654 |
|
|
2018
Q3 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 660 |
|
|
2018
Q2 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 658 |
|
|
2018
Q1 | $22K | Hold |
2,000
| – | – | 0.01% | 563 |
|
|
2017
Q4 | $22K | Buy |
+2,000
| New | +$22K | 0.01% | 520 |
|