Commonwealth Equity Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,423
| Closed | -$136K | – | 3294 |
|
|
2020
Q3 | $136K | Buy |
10,423
+193
| +2% | +$2.52K | ﹤0.01% | 2821 |
|
|
2020
Q2 | $130K | Sell |
10,230
-841
| -8% | -$10.7K | ﹤0.01% | 2726 |
|
|
2020
Q1 | $124K | Sell |
11,071
-1,650
| -13% | -$18.5K | ﹤0.01% | 2533 |
|
|
2019
Q4 | $220K | Sell |
12,721
-680
| -5% | -$11.8K | ﹤0.01% | 2546 |
|
|
2019
Q3 | $224K | Sell |
13,401
-282
| -2% | -$4.71K | ﹤0.01% | 2474 |
|
|
2019
Q2 | $227K | Buy |
13,683
+2,939
| +27% | +$48.8K | ﹤0.01% | 2425 |
|
|
2019
Q1 | $172K | Hold |
10,744
| – | – | ﹤0.01% | 2494 |
|
|
2018
Q4 | $143K | Buy |
10,744
+398
| +4% | +$5.3K | ﹤0.01% | 2421 |
|
|
2018
Q3 | $183K | Buy |
+10,346
| New | +$183K | ﹤0.01% | 2524 |
|