WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$11K | – | 1576 |
|
|
2016
Q4 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 1077 |
|
|
2016
Q3 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 1073 |
|
|
2016
Q2 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 1043 |
|
|
2015
Q2 | – | Sell |
-23,306
| Closed | -$278K | – | 1725 |
|
|
2015
Q1 | $278K | Hold |
23,306
| – | – | 0.08% | 264 |
|
|
2014
Q4 | $268K | Buy |
23,306
+923
| +4% | +$10.6K | 0.05% | 354 |
|
|
2014
Q3 | $235K | Buy |
22,383
+443
| +2% | +$4.65K | 0.04% | 409 |
|
|
2014
Q2 | $245K | Buy |
21,940
+458
| +2% | +$5.11K | 0.05% | 407 |
|
|
2014
Q1 | $230K | Hold |
21,482
| – | – | 0.05% | 403 |
|
|
2013
Q4 | $205K | Buy |
21,482
+955
| +5% | +$9.11K | 0.03% | 508 |
|
|
2013
Q3 | $217K | Buy |
20,527
+420
| +2% | +$4.44K | 0.03% | 461 |
|
|
2013
Q2 | $239K | Buy |
+20,107
| New | +$239K | 0.04% | 422 |
|