Commonwealth Equity Services’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $106K | Sell |
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|
2018
Q3 | $171K | Sell |
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|
2018
Q2 | $171K | Buy |
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|
2018
Q1 | $171K | Buy |
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|
2017
Q4 | $178K | Buy |
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|
2017
Q3 | $172K | Sell |
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|
2017
Q2 | $162K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $130K | Sell |
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|
2016
Q3 | $171K | Sell |
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|
2016
Q2 | $162K | Buy |
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|
2016
Q1 | $159K | Sell |
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|
2015
Q4 | $207K | Buy |
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|
2015
Q3 | $194K | Sell |
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|
2015
Q2 | $260K | Buy |
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|
2015
Q1 | $269K | Hold |
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|
2014
Q4 | $264K | Buy |
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|
2014
Q3 | $257K | Buy |
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|
2014
Q2 | $261K | Buy |
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|
2014
Q1 | $206K | Buy |
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|
2013
Q4 | $159K | Sell |
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|
2013
Q3 | $147K | Buy |
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|
2013
Q2 | $145K | Buy |
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