Steward Partners Investment Advisory’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 | $347K | Sell |
44,551
-1,489
| -3% | -$11.6K | ﹤0.01% | 1485 |
|
|
2025
Q1 | $379K | Hold |
46,040
| – | – | ﹤0.01% | 1337 |
|
|
2024
Q4 | $397K | Hold |
46,040
| – | – | ﹤0.01% | 1272 |
|
|
2024
Q3 | $428K | Hold |
46,040
| – | – | ﹤0.01% | 1174 |
|
|
2024
Q2 | $352K | Hold |
46,040
| – | – | ﹤0.01% | 1215 |
|
|
2024
Q1 | $364K | Hold |
46,040
| – | – | ﹤0.01% | 1181 |
|
|
2023
Q4 | $360K | Buy |
+46,040
| New | +$360K | ﹤0.01% | 1137 |
|
|
2022
Q4 | – | Sell |
-33,867
| Closed | -$262K | – | 3421 |
|
|
2022
Q3 | $262K | Hold |
33,867
| – | – | ﹤0.01% | 1090 |
|
|
2022
Q2 | $318K | Hold |
33,867
| – | – | 0.01% | 1011 |
|
|
2022
Q1 | $400K | Hold |
33,867
| – | – | 0.01% | 1012 |
|
|
2021
Q4 | $434K | Hold |
33,867
| – | – | 0.01% | 991 |
|
|
2021
Q3 | $360K | Hold |
33,867
| – | – | 0.01% | 1033 |
|
|
2021
Q2 | $376K | Hold |
33,867
| – | – | 0.01% | 1053 |
|
|
2021
Q1 | $325K | Hold |
33,867
| – | – | 0.01% | 1060 |
|
|
2020
Q4 | $286K | Hold |
33,867
| – | – | 0.01% | 933 |
|
|
2020
Q3 | $256K | Buy |
33,867
+15,661
| +86% | +$118K | 0.01% | 862 |
|
|
2020
Q2 | $136K | Buy |
+18,206
| New | +$136K | ﹤0.01% | 1012 |
|