CLA (CliftonLarsonAllen) Wealth Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-22,220
| Closed | -$236K | – | 110 |
|
|
2015
Q4 | $236K | Buy |
+22,220
| New | +$236K | 0.04% | 111 |
|
|
2014
Q4 | – | Sell |
-67,445
| Closed | -$709K | – | 78 |
|
|
2014
Q3 | $709K | Sell |
67,445
-28,621
| -30% | -$301K | 0.15% | 63 |
|
|
2014
Q2 | $1.07M | Sell |
96,066
-8,634
| -8% | -$96.5K | 0.21% | 56 |
|
|
2014
Q1 | $1.12M | Buy |
+104,700
| New | +$1.12M | 0.25% | 55 |
|