World Equity Group’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
2025
Q2
$372K Buy
43,973
+2,927
+7% +$24.8K 0.1% 209
2025
Q1
$348K Sell
41,046
-31,446
-43% -$266K 0.1% 202
2024
Q4
$647K Buy
72,492
+39,446
+119% +$352K 0.14% 155
2024
Q3
$291K Buy
+33,046
New +$291K 0.11% 184