Independent Wealth Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
21,600
+2,947
| +16% | +$22.9K | 0.06% | 248 |
|
|
2025
Q1 | $154K | Sell |
18,653
-1,112
| -6% | -$9.16K | 0.06% | 236 |
|
|
2024
Q4 | $171K | Sell |
19,765
-55
| -0.3% | -$475 | 0.07% | 229 |
|
|
2024
Q3 | $184K | Sell |
19,820
-447
| -2% | -$4.16K | 0.08% | 215 |
|
|
2024
Q2 | $155K | Buy |
20,267
+2,451
| +14% | +$18.7K | 0.07% | 207 |
|
|
2024
Q1 | $141K | Hold |
17,816
| – | – | 0.07% | 215 |
|
|
2023
Q4 | $139K | Buy |
17,816
+930
| +6% | +$7.27K | 0.07% | 208 |
|
|
2023
Q3 | $113K | Sell |
16,886
-1,585
| -9% | -$10.6K | 0.07% | 193 |
|
|
2023
Q2 | $137K | Buy |
18,471
+2,704
| +17% | +$20.1K | 0.08% | 197 |
|
|
2023
Q1 | $118K | Buy |
15,767
+1,386
| +10% | +$10.4K | 0.08% | 190 |
|
|
2022
Q4 | $109K | Buy |
14,381
+2,690
| +23% | +$20.3K | 0.07% | 188 |
|
|
2022
Q3 | $90K | Buy |
+11,691
| New | +$90K | 0.07% | 167 |
|