AWM
JTA
Avondale Wealth Management’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,579
| Closed | -$25K | – | 101 |
|
|
2020
Q1 | $25K | Hold |
3,579
| – | – | 0.04% | 61 |
|
|
2019
Q4 | $43K | Hold |
3,579
| – | – | 0.06% | 46 |
|
|
2019
Q3 | $40K | Hold |
3,579
| – | – | 0.07% | 47 |
|
|
2019
Q2 | $41K | Hold |
3,579
| – | – | 0.03% | 51 |
|
|
2019
Q1 | $41K | Hold |
3,579
| – | – | 0.03% | 53 |
|
|
2018
Q4 | $36K | Hold |
3,579
| – | – | 0.03% | 53 |
|
|
2018
Q3 | $48K | Hold |
3,579
| – | – | 0.05% | 38 |
|
|
2018
Q2 | $46K | Hold |
3,579
| – | – | 0.04% | 38 |
|
|
2018
Q1 | $46K | Hold |
3,579
| – | – | 0.04% | 39 |
|
|
2017
Q4 | $50K | Buy |
+3,579
| New | +$50K | 0.04% | 40 |
|