World Investment Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,900
| Closed | -$114K | – | 178 |
|
|
2020
Q2 | $114K | Buy |
+13,900
| New | +$114K | 0.04% | 164 |
|
|
2020
Q1 | – | Sell |
-13,900
| Closed | -$139K | – | 186 |
|
|
2019
Q4 | $139K | Hold |
13,900
| – | – | 0.05% | 156 |
|
|
2019
Q3 | $133K | Hold |
13,900
| – | – | 0.06% | 147 |
|
|
2019
Q2 | $135K | Hold |
13,900
| – | – | 0.06% | 136 |
|
|
2019
Q1 | $134K | Buy |
13,900
+3,000
| +28% | +$28.9K | 0.06% | 120 |
|
|
2018
Q4 | $107K | Buy |
+10,900
| New | +$107K | 0.05% | 149 |
|