Allworth Financial’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-439
| Closed | -$5K | – | 2224 |
|
|
2021
Q3 | $5K | Buy |
439
+7
| +2% | +$80 | ﹤0.01% | 1550 |
|
|
2021
Q2 | $5K | Buy |
432
+8
| +2% | +$93 | ﹤0.01% | 1237 |
|
|
2021
Q1 | $5K | Hold |
424
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q4 | $4K | Buy |
+424
| New | +$4K | ﹤0.01% | 1057 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 784 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 733 |
|