Forvis Mazars Wealth Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $531K | Hold |
|
|||||
|
2021
Q2 | $539K | Hold |
|
|||||
|
2021
Q1 | $506K | Sell |
|
|||||
|
2020
Q4 | $1.07M | Hold |
|
|||||
|
2020
Q3 | $986K | Hold |
|
|||||
|
2020
Q2 | $963K | Hold |
|
|||||
|
2020
Q1 | $848K | Hold |
|
|||||
|
2019
Q4 | $1.31M | Hold |
|
|||||
|
2019
Q3 | $1.26M | Buy |
|
|||||
|
2019
Q2 | $557K | Hold |
|
|||||
|
2019
Q1 | $538K | Hold |
|
|||||
|
2018
Q4 | $449K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $553K | Hold |
|
|||||
|
2018
Q1 | $549K | Hold |
|
|||||
|
2017
Q4 | $589K | Hold |
|
|||||
|
2017
Q3 | $564K | Hold |
|
|||||
|
2017
Q2 | $539K | Hold |
|
|||||
|
2017
Q1 | $501K | Hold |
|
|||||
|
2016
Q4 | $467K | Hold |
|
|||||
|
2016
Q3 | $498K | Hold |
|
|||||
|
2016
Q2 | $479K | Hold |
|
|||||
|
2016
Q1 | $459K | Hold |
|
|||||
|
2015
Q4 | $466K | Hold |
|
|||||
|
2015
Q3 | $453K | Hold |
|
|||||
|
2015
Q2 | $531K | Sell |
|
|||||
|
2015
Q1 | $690K | Sell |
|
|||||
|
2014
Q4 | $710K | Buy |
|
|||||
|
2014
Q3 | $599K | Hold |
|
|||||
|
2014
Q2 | $631K | Hold |
|
|||||
|
2014
Q1 | $593K | Hold |
|
|||||
|
2013
Q4 | $606K | Hold |
|
|||||
|
2013
Q3 | $566K | Hold |
|
|||||
|
2013
Q2 | $576K | Buy |
|