Atria Wealth Solutions’s Nuveen Real Estate Income Fund JRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
24,820
-2,100
| -8% | -$16.7K | ﹤0.01% | 1394 |
|
|
2025
Q1 | $226K | Buy |
26,920
+5,600
| +26% | +$46.9K | ﹤0.01% | 1648 |
|
|
2024
Q4 | $184K | Buy |
21,320
+527
| +3% | +$4.55K | ﹤0.01% | 1820 |
|
|
2024
Q3 | $196K | Hold |
20,793
| – | – | ﹤0.01% | 1781 |
|
|
2024
Q2 | $162K | Buy |
+20,793
| New | +$162K | ﹤0.01% | 1790 |
|
|
2024
Q1 | – | Sell |
-11,600
| Closed | -$90.7K | – | 2000 |
|
|
2023
Q4 | $90.7K | Sell |
11,600
-319
| -3% | -$2.5K | ﹤0.01% | 1843 |
|
|
2023
Q3 | $81.5K | Sell |
11,919
-2,762
| -19% | -$18.9K | ﹤0.01% | 1783 |
|
|
2023
Q2 | $111K | Sell |
14,681
-9,535
| -39% | -$72.2K | ﹤0.01% | 1771 |
|
|
2023
Q1 | $185K | Sell |
24,216
-2,961
| -11% | -$22.6K | ﹤0.01% | 1682 |
|
|
2022
Q4 | $205K | Sell |
27,177
-4,578
| -14% | -$34.6K | ﹤0.01% | 1590 |
|
|
2022
Q3 | $252K | Sell |
31,755
-103,187
| -76% | -$818K | ﹤0.01% | 1398 |
|
|
2022
Q2 | $1.27M | Buy |
134,942
+5,704
| +4% | +$53.7K | 0.02% | 579 |
|
|
2022
Q1 | $1.53M | Buy |
+129,238
| New | +$1.53M | 0.03% | 568 |
|