Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,271
| Closed | -$86.1K | – | 2168 |
|
|
2024
Q2 | $86.1K | Buy |
11,271
+235
| +2% | +$1.8K | ﹤0.01% | 2020 |
|
|
2024
Q1 | $87.2K | Buy |
+11,036
| New | +$87.2K | ﹤0.01% | 1598 |
|
|
2022
Q4 | – | Sell |
-11,685
| Closed | -$90K | – | 1441 |
|
|
2022
Q3 | $90K | Buy |
11,685
+700
| +6% | +$5.39K | ﹤0.01% | 1274 |
|
|
2022
Q2 | $103K | Buy |
10,985
+190
| +2% | +$1.78K | ﹤0.01% | 1244 |
|
|
2022
Q1 | $127K | Hold |
10,795
| – | – | ﹤0.01% | 1226 |
|
|
2021
Q4 | $138K | Sell |
10,795
-564
| -5% | -$7.21K | ﹤0.01% | 1204 |
|
|
2021
Q3 | $121K | Buy |
11,359
+192
| +2% | +$2.05K | ﹤0.01% | 1138 |
|
|
2021
Q2 | $124K | Buy |
11,167
+218
| +2% | +$2.42K | ﹤0.01% | 1108 |
|
|
2021
Q1 | $105K | Hold |
10,949
| – | – | ﹤0.01% | 999 |
|
|
2020
Q4 | $92K | Sell |
10,949
-4,235
| -28% | -$35.6K | ﹤0.01% | 911 |
|
|
2020
Q3 | $115K | Buy |
15,184
+4,264
| +39% | +$32.3K | ﹤0.01% | 1288 |
|
|
2020
Q2 | $82K | Buy |
10,920
+300
| +3% | +$2.25K | ﹤0.01% | 823 |
|
|
2020
Q1 | $72K | Buy |
+10,620
| New | +$72K | ﹤0.01% | 769 |
|