Gradient Investments’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$13K | – | 737 |
|
|
2014
Q4 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 333 |
|
|
2014
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 309 |
|
|
2014
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 318 |
|
|
2014
Q1 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 319 |
|
|
2013
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 347 |
|
|
2013
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 272 |
|
|
2013
Q2 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 262 |
|