CWC
JTD

Carolinas Wealth Consulting’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Carolinas Wealth Consulting’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
-2,477
Closed -$40K – 1032
2021
Q3 		$40K Buy
+2,477
New +$40.2K 0.01% 378

Carolinas Wealth Consulting's JTD Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 2,477 shares — an estimated $40K sold.

Carolinas Wealth Consulting first reported a position in JTD in Q3 2021 and held it in 1 quarter. The position peaked at $40K in Q3 2021. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

  • Carolinas Wealth Consulting reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,477 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $40K.
  • Carolinas Wealth Consulting first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2021 and held it in 1 quarter.
  • Carolinas Wealth Consulting's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $40K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.