Creative Planning’s Nuveen Real Estate Income Fund JRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $107K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $138K | Buy |
|
|||||
|
2019
Q3 | $115K | Hold |
|
|||||
|
2019
Q2 | $110K | Hold |
|
|||||
|
2019
Q1 | $108K | Sell |
|
|||||
|
2018
Q4 | $149K | Buy |
|
|||||
|
2018
Q3 | $117K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $69K | Buy |
|
|||||
|
2017
Q1 | $66K | Hold |
|
|||||
|
2016
Q4 | $64K | Buy |
|
|||||
|
2016
Q3 | $64K | Sell |
|
|||||
|
2016
Q2 | $732K | Buy |
|
|||||
|
2016
Q1 | $49K | Buy |
|
|||||
|
2015
Q4 | $30K | Buy |
|
|||||
|
2015
Q3 | $5K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $78K | Hold |
|
|||||
|
2014
Q1 | $75K | Hold |
|
|||||
|
2013
Q4 | $67K | Hold |
|
|||||
|
2013
Q3 | $74K | Hold |
|
|||||
|
2013
Q2 | $83K | Buy |
|