Laird Norton Wetherby Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
+43,853
| New | +$341K | 0.02% | 680 |
|
|
2024
Q4 | $184K | Hold |
21,329
| – | – | 0.01% | 849 |
|
|
2024
Q3 | $198K | Hold |
21,329
| – | – | 0.01% | 874 |
|
|
2024
Q2 | $163K | Hold |
21,329
| – | – | 0.01% | 872 |
|
|
2024
Q1 | $169K | Buy |
+21,329
| New | +$169K | 0.01% | 900 |
|
|
2022
Q4 | – | Sell |
-16,685
| Closed | -$129K | – | 916 |
|
|
2022
Q3 | $129K | Buy |
16,685
+1,855
| +13% | +$14.3K | 0.01% | 832 |
|
|
2022
Q2 | $140K | Buy |
+14,830
| New | +$140K | 0.01% | 846 |
|