Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $158K | Buy |
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|
2020
Q2 | $155K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $119K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $555K | Buy |
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|
2015
Q4 | $185K | Sell |
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|
2015
Q3 | $245K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $156K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $133K | Sell |
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|
2013
Q2 | $159K | Buy |
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