Financial Architects (New Jersey)’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-504
| Closed | -$6K | – | 1028 |
|
|
2019
Q3 | $6K | Hold |
504
| – | – | ﹤0.01% | 804 |
|
|
2019
Q2 | $6K | Buy |
+504
| New | +$6K | ﹤0.01% | 879 |
|
|
2018
Q3 | – | Sell |
-700
| Closed | -$9K | – | 1471 |
|
|
2018
Q2 | $9K | Hold |
700
| – | – | ﹤0.01% | 1032 |
|
|
2018
Q1 | $9K | Hold |
700
| – | – | ﹤0.01% | 1001 |
|
|
2017
Q4 | $10K | Sell |
700
-300
| -30% | -$4.29K | ﹤0.01% | 1034 |
|
|
2017
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 963 |
|
|
2017
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 975 |
|
|
2017
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 997 |
|
|
2016
Q4 | $11K | Buy |
1,000
+800
| +400% | +$8.8K | ﹤0.01% | 988 |
|
|
2016
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1342 |
|
|
2016
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 1339 |
|