DA
JTD
Doliver Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-23,582
| Closed | -$308K | – | 168 |
|
|
2020
Q3 | $308K | Buy |
23,582
+8,038
| +52% | +$105K | 0.16% | 114 |
|
|
2020
Q2 | $198K | Buy |
+15,544
| New | +$198K | 0.09% | 134 |
|
|
2016
Q2 | – | Sell |
-31,950
| Closed | -$438K | – | 224 |
|
|
2016
Q1 | $438K | Buy |
31,950
+12,412
| +64% | +$170K | 0.39% | 80 |
|
|
2015
Q4 | $272K | Buy |
19,538
+4,456
| +30% | +$62K | 0.21% | 103 |
|
|
2015
Q3 | $204K | Buy |
+15,082
| New | +$204K | 0.15% | 158 |
|
|
2014
Q2 | – | Sell |
-56,728
| Closed | -$868K | – | 271 |
|
|
2014
Q1 | $868K | Buy |
56,728
+10,631
| +23% | +$163K | 0.57% | 55 |
|
|
2013
Q4 | $722K | Buy |
46,097
+17,818
| +63% | +$279K | 0.46% | 71 |
|
|
2013
Q3 | $413K | Buy |
+28,279
| New | +$413K | 0.25% | 163 |
|