BWA
JTD
Burt Wealth Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$17K | – | 388 |
|
|
2020
Q4 | $17K | Hold |
1,200
| – | – | 0.01% | 252 |
|
|
2020
Q3 | $16K | Hold |
1,200
| – | – | 0.01% | 256 |
|
|
2020
Q2 | $15K | Hold |
1,200
| – | – | 0.01% | 247 |
|
|
2020
Q1 | $14K | Hold |
1,200
| – | – | 0.01% | 250 |
|
|
2019
Q4 | $21K | Hold |
1,200
| – | – | 0.01% | 239 |
|
|
2019
Q3 | $20K | Hold |
1,200
| – | – | 0.01% | 243 |
|
|
2019
Q2 | $20K | Hold |
1,200
| – | – | 0.01% | 240 |
|
|
2019
Q1 | $19K | Hold |
1,200
| – | – | 0.01% | 246 |
|
|
2018
Q4 | $16K | Hold |
1,200
| – | – | 0.01% | 255 |
|
|
2018
Q3 | $21K | Hold |
1,200
| – | – | 0.01% | 249 |
|
|
2018
Q2 | $20K | Buy |
+1,200
| New | +$20K | 0.01% | 248 |
|