AWM
JTD

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

AE Wealth Management’s Portfolio JTD Stock Details JTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-25,167
Closed -$424K – 472
2017
Q3 		$424K Sell
25,167
-1,395
-5% -$23.5K 0.04% 256
2017
Q2 		$427K Buy
+26,562
New +$427K 0.05% 251