KWMG
King Wealth Management Group’s Nuveen Real Estate Income Fund JRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,522
| Closed | -$130K | – | 132 |
|
|
2017
Q4 | $130K | Sell |
11,522
-1,505
| -12% | -$17K | 0.05% | 123 |
|
|
2017
Q3 | $145K | Sell |
13,027
-70
| -0.5% | -$779 | 0.05% | 125 |
|
|
2017
Q2 | $148K | Hold |
13,097
| – | – | 0.06% | 125 |
|
|
2017
Q1 | $145K | Hold |
13,097
| – | – | 0.06% | 123 |
|
|
2016
Q4 | $141K | Hold |
13,097
| – | – | 0.06% | 119 |
|
|
2016
Q3 | $156K | Buy |
13,097
+2,075
| +19% | +$24.7K | 0.08% | 118 |
|
|
2016
Q2 | $132K | Buy |
+11,022
| New | +$132K | 0.07% | 106 |
|
|
2015
Q3 | – | Sell |
-10,872
| Closed | -$111K | – | 117 |
|
|
2015
Q2 | $111K | Buy |
+10,872
| New | +$111K | 0.06% | 118 |
|