Fulcrum Equity Management’s Nuveen Real Estate Income Fund JRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,972
| Closed | -$265K | – | 75 |
|
|
2019
Q4 | $265K | Sell |
24,972
-5,785
| -19% | -$61.4K | 0.14% | 84 |
|
|
2019
Q3 | $338K | Hold |
30,757
| – | – | 0.17% | 71 |
|
|
2019
Q2 | $328K | Buy |
30,757
+1,086
| +4% | +$11.6K | 0.16% | 69 |
|
|
2019
Q1 | $307K | Hold |
29,671
| – | – | 0.11% | 70 |
|
|
2018
Q4 | $251K | Buy |
+29,671
| New | +$251K | 0.09% | 64 |
|