Strategic Wealth Partners’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	$176K	Buy	+22,575	New	+$176K	0.01%	329
2024 Q4	$195K	Sell	22,575 -8,000	-26%	-$69.2K	0.02%	306
2024 Q3	$284K	Sell	30,575 -10,500	-26%	-$97.7K	0.03%	259
2024 Q2	$314K	Buy	+41,075	New	+$314K	0.03%	235