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Marshall & Sterling Wealth Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio JRS Stock Details JRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$19.7K Sell
2,532
-57,769
-96% -$449K 0.01% 261
2025
Q1 		$497K Sell
60,301
-10,909
-15% -$89.9K 0.34% 58
2024
Q4 		$615K Buy
+71,210
New +$615K 0.42% 43