Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,262
| Closed | -$20K | – | 3961 |
|
|
2017
Q2 | $20K | Hold |
1,262
| – | – | ﹤0.01% | 3162 |
|
|
2017
Q1 | $19K | Hold |
1,262
| – | – | ﹤0.01% | 3143 |
|
|
2016
Q4 | $18K | Hold |
1,262
| – | – | ﹤0.01% | 3116 |
|
|
2016
Q3 | $19K | Hold |
1,262
| – | – | ﹤0.01% | 3067 |
|
|
2016
Q2 | $18K | Hold |
1,262
| – | – | ﹤0.01% | 2856 |
|
|
2016
Q1 | $17K | Hold |
1,262
| – | – | ﹤0.01% | 2865 |
|
|
2015
Q4 | $18K | Hold |
1,262
| – | – | ﹤0.01% | 2895 |
|
|
2015
Q3 | $17K | Buy |
+1,262
| New | +$17K | ﹤0.01% | 2849 |
|
|
2015
Q2 | – | Sell |
-1,262
| Closed | -$20K | – | 3207 |
|
|
2015
Q1 | $20K | Hold |
1,262
| – | – | ﹤0.01% | 2704 |
|
|
2014
Q4 | $20K | Hold |
1,262
| – | – | ﹤0.01% | 2634 |
|
|
2014
Q3 | $20K | Hold |
1,262
| – | – | ﹤0.01% | 2525 |
|
|
2014
Q2 | $21K | Buy |
+1,262
| New | +$21K | ﹤0.01% | 2427 |
|