Spire Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,135
| Closed | -$13.5K | – | 2310 |
|
|
2024
Q1 | $13.5K | Hold |
1,135
| – | – | ﹤0.01% | 1628 |
|
|
2023
Q4 | $13.2K | Hold |
1,135
| – | – | ﹤0.01% | 1667 |
|
|
2023
Q3 | $12.1K | Hold |
1,135
| – | – | ﹤0.01% | 1673 |
|
|
2023
Q2 | $13K | Hold |
1,135
| – | – | ﹤0.01% | 1729 |
|
|
2023
Q1 | $13.3K | Hold |
1,135
| – | – | ﹤0.01% | 1761 |
|
|
2022
Q4 | $13K | Hold |
1,135
| – | – | ﹤0.01% | 1522 |
|
|
2022
Q3 | $13K | Hold |
1,135
| – | – | ﹤0.01% | 1484 |
|
|
2022
Q2 | $15K | Hold |
1,135
| – | – | ﹤0.01% | 1774 |
|
|
2022
Q1 | $17K | Hold |
1,135
| – | – | ﹤0.01% | 1874 |
|
|
2021
Q4 | $18K | Sell |
1,135
-1,135
| -50% | -$18K | ﹤0.01% | 2157 |
|
|
2021
Q3 | $35K | Hold |
2,270
| – | – | ﹤0.01% | 1626 |
|
|
2021
Q2 | $36K | Hold |
2,270
| – | – | ﹤0.01% | 1630 |
|
|
2021
Q1 | $33K | Buy |
+2,270
| New | +$33K | ﹤0.01% | 1935 |
|