Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $366K | Sell |
31,808
-7,007
| -18% | -$80.6K | 0.15% | 74 |
|
|
2014
Q3 | $408K | Sell |
38,815
-10,022
| -21% | -$105K | 0.17% | 77 |
|
|
2014
Q2 | $546K | Buy |
48,837
+1,075
| +2% | +$12K | 0.24% | 62 |
|
|
2014
Q1 | $512K | Buy |
47,762
+1,326
| +3% | +$14.2K | 0.25% | 59 |
|
|
2013
Q4 | $442K | Sell |
46,436
-8,795
| -16% | -$83.7K | 0.26% | 59 |
|
|
2013
Q3 | $583K | Sell |
55,231
-3,782
| -6% | -$39.9K | 0.35% | 50 |
|
|
2013
Q2 | $702K | Buy |
+59,013
| New | +$702K | 0.45% | 45 |
|