9258 Wealth Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

9258 Wealth Management’s Portfolio JTD Stock Details JTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-23,879	Closed	-$378K	–	386
2021 Q3	$378K	Buy	23,879 +46	+0.2%	+$747	0.1%	216
2021 Q2	$383K	Buy	23,833 +47	+0.2%	+$742	0.1%	213
2021 Q1	$359K	Sell	23,786 -701	-3%	-$10.1K	0.11%	204
2020 Q4	$348K	Sell	24,487 -1,674	-6%	-$22.3K	0.11%	201
2020 Q3	$311K	Sell	26,161 -1,806	-6%	-$23.8K	0.12%	196
2020 Q2	$357K	Sell	27,967 -250	-0.9%	-$3.14K	0.14%	174
2020 Q1	$352K	Buy	28,217 +59	+0.2%	+$928	0.15%	164
2019 Q4	$488K	Buy	28,158 +79	+0.3%	+$1.35K	0.18%	146
2019 Q3	$470K	Buy	28,079 +39	+0.1%	+$646	0.37%	90
2019 Q2	$466K	Sell	28,040 -3,899	-12%	-$63.1K	0.38%	92
2019 Q1	$513K	Hold	31,939	–	–	0.44%	79
2018 Q4	$428K	Buy	+31,939	New	+$495K	0.41%	84

9258 Wealth Management's JTD Position: Q4 2021 in Review

9258 Wealth Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 23,879 shares — an estimated $378K sold.

9258 Wealth Management first reported a position in JTD in Q4 2018 and held it in 12 quarters. The position peaked at $513K in Q1 2019. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

9258 Wealth Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
9258 Wealth Management sold 23,879 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $378K.
9258 Wealth Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2018 and held it in 12 quarters.
9258 Wealth Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $513K in Q1 2019.
0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on 9258 Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.