Carroll Financial Associates’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,421
| Closed | -$20K | – | 1814 |
|
|
2020
Q4 | $20K | Hold |
1,421
| – | – | ﹤0.01% | 931 |
|
|
2020
Q3 | $18K | Hold |
1,421
| – | – | ﹤0.01% | 898 |
|
|
2020
Q2 | $18K | Hold |
1,421
| – | – | ﹤0.01% | 890 |
|
|
2020
Q1 | $15K | Buy |
+1,421
| New | +$15K | ﹤0.01% | 848 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$4K | – | 941 |
|
|
2013
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 650 |
|
|
2013
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 638 |
|
|
2013
Q2 | $0 | Buy |
+300
| New | – | ﹤0.01% | 712 |
|