Affinity Wealth Management LLC
- SEC CIK
- 0000810672
- Latest filing
- Jul 22, 2026
JRS holding history
Nuveen Real Estate Income Fund in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JRS overviewAll 13F holders of JRSFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −10,095−100.0% | Sold out | Holders |
| Q3 2023 | 10,095 | $67.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 10,095 | $75.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 10,095 | $75.4K | <0.1% | −11,236−52.7% | Reduced | Holders |
| Q4 2022 | 21,331 | $161.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 21,331 | $165.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 21,331 | $201.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 21,331 | $248.0K | 0.1% | −292−1.4% | Reduced | Holders |
| Q4 2021 | 21,623 | $266.0K | 0.1% | +21,623 | New | Holders |