IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,314
| Closed | -$15.5K | – | 3207 |
|
|
2023
Q3 | $15.5K | Buy |
+2,314
| New | +$15.5K | ﹤0.01% | 2063 |
|
|
2023
Q1 | – | Sell |
-1,050
| Closed | -$10K | – | 3946 |
|
|
2022
Q4 | $10K | Hold |
1,050
| – | – | ﹤0.01% | 3386 |
|
|
2022
Q3 | $10K | Hold |
1,050
| – | – | ﹤0.01% | 3652 |
|
|
2022
Q2 | $10K | Hold |
1,050
| – | – | ﹤0.01% | 3406 |
|
|
2022
Q1 | $10K | Buy |
+1,050
| New | +$10K | ﹤0.01% | 3406 |
|
|
2019
Q1 | $28K | Buy |
2,650
+1,866
| +238% | +$19.7K | ﹤0.01% | 1193 |
|
|
2018
Q4 | $7K | Hold |
784
| – | – | ﹤0.01% | 2640 |
|
|
2018
Q3 | $8K | Buy |
+784
| New | +$8K | ﹤0.01% | 2939 |
|
|
2016
Q4 | – | Sell |
-384
| Closed | -$5K | – | 4024 |
|
|
2016
Q3 | $5K | Sell |
384
-5,766
| -94% | -$75.1K | ﹤0.01% | 3220 |
|
|
2016
Q2 | $74K | Buy |
6,150
+3,500
| +132% | +$42.1K | ﹤0.01% | 1514 |
|
|
2016
Q1 | $28K | Sell |
2,650
-3,500
| -57% | -$37K | ﹤0.01% | 1193 |
|
|
2015
Q4 | $65K | Buy |
+6,150
| New | +$65K | ﹤0.01% | 1440 |
|