Patriot Financial Group Insurance Agency’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $327K | Sell |
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|
2025
Q2 | $316K | Buy |
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|
2025
Q1 | $296K | Sell |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $460K | Sell |
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|
2022
Q1 | $696K | Sell |
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|
2021
Q4 | $791K | Sell |
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|
2021
Q3 | $749K | Buy |
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|
2021
Q2 | $785K | Sell |
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|
2021
Q1 | $723K | Buy |
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|
2020
Q4 | $650K | Buy |
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|
2020
Q3 | $565K | Buy |
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|
2020
Q2 | $540K | Buy |
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|
2020
Q1 | $438K | Buy |
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|
2019
Q4 | $769K | Buy |
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|
2019
Q3 | $725K | Sell |
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|
2019
Q2 | $701K | Buy |
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|
2019
Q1 | $652K | Buy |
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|
2018
Q4 | $492K | Sell |
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|
2018
Q3 | $616K | Buy |
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|
2018
Q2 | $410K | Buy |
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|
2018
Q1 | $376K | Buy |
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|
2017
Q4 | $389K | Buy |
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|
2017
Q3 | $354K | Buy |
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|
2017
Q2 | $198K | Buy |
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|
2017
Q1 | $189K | Buy |
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|
2016
Q4 | $131K | Buy |
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