Creative Planning’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-200
| Closed | -$3K | – | 4515 |
|
|
2016
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 3991 |
|
|
2016
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 3802 |
|
|
2016
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 3744 |
|
|
2015
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3826 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$19K | – | 4146 |
|
|
2014
Q4 | $19K | Buy |
1,000
+700
| +233% | +$13.3K | ﹤0.01% | 2659 |
|
|
2014
Q3 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 3147 |
|