Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $195K | Hold |
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|
2020
Q3 | $166K | Hold |
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|
2020
Q2 | $167K | Hold |
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|
2020
Q1 | $146K | Hold |
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|
2019
Q4 | $250K | Hold |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $210K | Hold |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $266K | Hold |
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|
2018
Q1 | $269K | Hold |
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|
2017
Q4 | $289K | Hold |
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|
2017
Q3 | $284K | Hold |
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|
2017
Q2 | $267K | Hold |
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|
2017
Q1 | $253K | Hold |
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|
2016
Q4 | $234K | Hold |
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|
2016
Q3 | $249K | Buy |
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|
2016
Q2 | $21K | Hold |
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|
2016
Q1 | $21K | Hold |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $21K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $25K | Buy |
|