WLPWM
Walled Lake Planning & Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-112
| Closed | -$2K | – | 348 |
|
|
2020
Q4 | $2K | Sell |
112
-106
| -49% | -$1.89K | ﹤0.01% | 285 |
|
|
2020
Q3 | $3K | Buy |
218
+5
| +2% | +$69 | ﹤0.01% | 281 |
|
|
2020
Q2 | $2K | Buy |
213
+6
| +3% | +$56 | ﹤0.01% | 288 |
|
|
2020
Q1 | $2K | Buy |
+207
| New | +$2K | ﹤0.01% | 278 |
|