Cetera Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-32,473
| Closed | -$573K | – | 989 |
|
|
2018
Q3 | $573K | Buy |
32,473
+2,395
| +8% | +$42.3K | 0.03% | 513 |
|
|
2018
Q2 | $495K | Buy |
+30,078
| New | +$495K | 0.03% | 505 |
|
|
2018
Q1 | – | Sell |
-27,256
| Closed | -$481K | – | 877 |
|
|
2017
Q4 | $481K | Buy |
27,256
+37
| +0.1% | +$653 | 0.03% | 445 |
|
|
2017
Q3 | $462K | Buy |
27,219
+3,019
| +12% | +$51.2K | 0.03% | 489 |
|
|
2017
Q2 | $387K | Buy |
24,200
+3,000
| +14% | +$48K | 0.02% | 543 |
|
|
2017
Q1 | $317K | Buy |
21,200
+1,000
| +5% | +$15K | 0.02% | 562 |
|
|
2016
Q4 | $283K | Buy |
20,200
+3,500
| +21% | +$49K | 0.02% | 533 |
|
|
2016
Q3 | $250K | Buy |
16,700
+5,000
| +43% | +$74.9K | 0.02% | 601 |
|
|
2016
Q2 | $169K | Buy |
+11,700
| New | +$169K | 0.01% | 705 |
|