BAM
Bruderman Asset Management’s Nuveen Real Estate Income Fund JRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-77,272
| Closed | -$822K | – | 92 |
|
|
2019
Q4 | $822K | Sell |
77,272
-11,540
| -13% | -$123K | 0.26% | 72 |
|
|
2019
Q3 | $940K | Buy |
88,812
+2,483
| +3% | +$26.3K | 0.24% | 78 |
|
|
2019
Q2 | $906K | Buy |
86,329
+5,421
| +7% | +$56.9K | 0.21% | 71 |
|
|
2019
Q1 | $838K | Buy |
80,908
+3,550
| +5% | +$36.8K | 0.18% | 73 |
|
|
2018
Q4 | $654K | Sell |
77,358
-1,226
| -2% | -$10.4K | 0.17% | 76 |
|
|
2018
Q3 | $770K | Buy |
78,584
+9,044
| +13% | +$88.6K | 0.18% | 78 |
|
|
2018
Q2 | $695K | Sell |
69,540
-4,007
| -5% | -$40K | 0.17% | 83 |
|
|
2018
Q1 | $716K | Buy |
73,547
+1,771
| +2% | +$17.2K | 0.17% | 83 |
|
|
2017
Q4 | $808K | Buy |
71,776
+6,339
| +10% | +$71.4K | 0.21% | 77 |
|
|
2017
Q3 | $730K | Buy |
65,437
+7,221
| +12% | +$80.6K | 0.19% | 78 |
|
|
2017
Q2 | $659K | Buy |
58,216
+4,885
| +9% | +$55.3K | 0.18% | 79 |
|
|
2017
Q1 | $592K | Buy |
53,331
+6,370
| +14% | +$70.7K | 0.17% | 76 |
|
|
2016
Q4 | $506K | Buy |
46,961
+4,145
| +10% | +$44.7K | 0.15% | 82 |
|
|
2016
Q3 | $509K | Buy |
42,816
+6,545
| +18% | +$77.8K | 0.15% | 87 |
|
|
2016
Q2 | $435K | Buy |
36,271
+2,812
| +8% | +$33.7K | 0.14% | 88 |
|
|
2016
Q1 | $363K | Sell |
33,459
-1,397
| -4% | -$15.2K | 0.13% | 93 |
|
|
2015
Q4 | $370K | Sell |
34,856
-3,910
| -10% | -$41.5K | 0.14% | 89 |
|
|
2015
Q3 | $390K | Buy |
38,766
+2,684
| +7% | +$27K | 0.15% | 78 |
|
|
2015
Q2 | $368K | Buy |
36,082
+1,249
| +4% | +$12.7K | 0.14% | 83 |
|
|
2015
Q1 | $415K | Buy |
+34,833
| New | +$415K | 0.16% | 77 |
|