Mutual Advisors’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 | $727K | Buy |
91,896
+6,218
| +7% | +$49.2K | 0.02% | 628 |
|
|
2025
Q1 | $664K | Buy |
85,678
+965
| +1% | +$7.48K | 0.02% | 598 |
|
|
2024
Q4 | $725K | Buy |
84,713
+3,518
| +4% | +$30.1K | 0.02% | 584 |
|
|
2024
Q3 | $731K | Buy |
81,195
+783
| +1% | +$7.05K | 0.02% | 583 |
|
|
2024
Q2 | $661K | Buy |
80,412
+3,568
| +5% | +$29.3K | 0.02% | 612 |
|
|
2024
Q1 | $607K | Buy |
76,844
+8,969
| +13% | +$70.9K | 0.02% | 630 |
|
|
2023
Q4 | $531K | Buy |
67,875
+315
| +0.5% | +$2.46K | 0.02% | 639 |
|
|
2023
Q3 | $453K | Buy |
67,560
+171
| +0.3% | +$1.15K | 0.02% | 644 |
|
|
2023
Q2 | $501K | Buy |
67,389
+12,696
| +23% | +$94.3K | 0.02% | 635 |
|
|
2023
Q1 | $409K | Buy |
54,693
+4,026
| +8% | +$30.1K | 0.02% | 687 |
|
|
2022
Q4 | $383K | Buy |
50,667
+2,248
| +5% | +$17K | 0.02% | 669 |
|
|
2022
Q3 | $374K | Buy |
48,419
+9,251
| +24% | +$71.5K | 0.02% | 647 |
|
|
2022
Q2 | $368K | Buy |
39,168
+2,822
| +8% | +$26.5K | 0.02% | 618 |
|
|
2022
Q1 | $429K | Sell |
36,346
-232
| -0.6% | -$2.74K | 0.02% | 616 |
|
|
2021
Q4 | $469K | Sell |
36,578
-988
| -3% | -$12.7K | 0.02% | 597 |
|
|
2021
Q3 | $399K | Buy |
37,566
+13,662
| +57% | +$145K | 0.02% | 619 |
|
|
2021
Q2 | $265K | Hold |
23,904
| – | – | 0.02% | 705 |
|
|
2021
Q1 | $229K | Sell |
23,904
-521
| -2% | -$4.99K | 0.02% | 692 |
|
|
2020
Q4 | $206K | Sell |
24,425
-1,024
| -4% | -$8.64K | 0.02% | 691 |
|
|
2020
Q3 | $192K | Buy |
25,449
+39
| +0.2% | +$294 | 0.02% | 637 |
|
|
2020
Q2 | $190K | Buy |
25,410
+241
| +1% | +$1.8K | 0.02% | 607 |
|
|
2020
Q1 | $171K | Sell |
25,169
-4,701
| -16% | -$31.9K | 0.02% | 511 |
|
|
2019
Q4 | $317K | Buy |
29,870
+1,476
| +5% | +$15.7K | 0.03% | 449 |
|
|
2019
Q3 | $312K | Buy |
+28,394
| New | +$312K | 0.04% | 411 |
|