First Allied Advisory Services’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
Q3 | $159K | Sell |
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|
2020
Q2 | $177K | Buy |
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|
2020
Q1 | $148K | Buy |
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|
2019
Q4 | $240K | Hold |
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|
2019
Q3 | $225K | Buy |
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|
2019
Q2 | $223K | Buy |
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|
2019
Q1 | $199K | Sell |
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|
2018
Q4 | $195K | Buy |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $221K | Hold |
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|
2018
Q1 | $223K | Buy |
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|
2017
Q4 | $210K | Buy |
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|
2017
Q3 | $186K | Buy |
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|
2017
Q2 | $144K | Hold |
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|
2017
Q1 | $136K | Hold |
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|
2016
Q4 | $126K | Hold |
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|
2016
Q3 | $134K | Buy |
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|
2016
Q2 | $121K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $171K | Hold |
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|
2015
Q3 | $165K | Hold |
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|
2015
Q2 | $191K | Buy |
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|
2015
Q1 | $159K | Hold |
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|
2014
Q4 | $156K | Hold |
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|
2014
Q3 | $162K | Hold |
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|
2014
Q2 | $176K | Hold |
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|
2014
Q1 | $162K | Hold |
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|
2013
Q4 | $166K | Hold |
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|
2013
Q3 | $147K | Hold |
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|
2013
Q2 | $145K | Buy |
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