AWM
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Able Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Able Wealth Management’s Portfolio JRS Stock Details JRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,474
Closed -$35K – 342
2023
Q4 		$35K Buy
+4,474
New +$35K 0.03% 157