9258 Wealth Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $378K | Buy |
|
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|
2021
Q2 | $383K | Buy |
|
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|
2021
Q1 | $359K | Sell |
|
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|
2020
Q4 | $348K | Sell |
|
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|
2020
Q3 | $311K | Sell |
|
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|
2020
Q2 | $357K | Sell |
|
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|
2020
Q1 | $352K | Buy |
|
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|
2019
Q4 | $488K | Buy |
|
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|
2019
Q3 | $470K | Buy |
|
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|
2019
Q2 | $466K | Sell |
|
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|
2019
Q1 | $513K | Hold |
|
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|
2018
Q4 | $428K | Buy |
|