Dynamic Advisor Solutions’s Nuveen Real Estate Income Fund JRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-26,209
| Closed | -$221K | – | 688 |
|
|
2020
Q4 | $221K | Hold |
26,209
| – | – | 0.02% | 570 |
|
|
2020
Q3 | $198K | Hold |
26,209
| – | – | 0.02% | 533 |
|
|
2020
Q2 | $196K | Sell |
26,209
-1,500
| -5% | -$11.2K | 0.03% | 483 |
|
|
2020
Q1 | $188K | Hold |
27,709
| – | – | 0.03% | 412 |
|
|
2019
Q4 | $294K | Hold |
27,709
| – | – | 0.04% | 414 |
|
|
2019
Q3 | $305K | Buy |
27,709
+3,214
| +13% | +$35.4K | 0.05% | 372 |
|
|
2019
Q2 | $257K | Buy |
24,495
+13
| +0.1% | +$136 | 0.04% | 391 |
|
|
2019
Q1 | $254K | Hold |
24,482
| – | – | 0.05% | 330 |
|
|
2018
Q4 | $232K | Buy |
24,482
+15
| +0.1% | +$142 | 0.05% | 328 |
|
|
2018
Q3 | $240K | Buy |
24,467
+14
| +0.1% | +$137 | 0.05% | 342 |
|
|
2018
Q2 | $244K | Buy |
24,453
+326
| +1% | +$3.25K | 0.06% | 336 |
|
|
2018
Q1 | $235K | Buy |
+24,127
| New | +$235K | 0.06% | 302 |
|