WealthPLAN 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
2017
Q2
Sell
-1,150
Closed -$13.2K 312
2017
Q1
$13.2K Buy
+1,150
New +$13.2K 0.05% 231
2016
Q3
$10K Hold
910
﹤0.01% 600
2016
Q2
$9.41K Buy
+910
New +$9.41K ﹤0.01% 1771