Axxcess Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,016
| Closed | -$112K | – | 901 |
|
|
2024
Q3 | $112K | Sell |
12,016
-184
| -2% | -$1.71K | ﹤0.01% | 865 |
|
|
2024
Q2 | $93.2K | Hold |
12,200
| – | – | ﹤0.01% | 823 |
|
|
2024
Q1 | $96.4K | Sell |
12,200
-3,200
| -21% | -$25.3K | ﹤0.01% | 848 |
|
|
2023
Q4 | $120K | Buy |
+15,400
| New | +$120K | ﹤0.01% | 806 |
|