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Modern Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Modern Wealth Management’s Portfolio JRI Stock Details JRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$291K Hold
21,521
– – 0.01% 608
2025
Q1 		$278K Sell
21,521
-93
-0.4% -$1.2K 0.01% 548
2024
Q4 		$262K Buy
+21,614
New +$262K 0.01% 489