GWM
JTA

Gupta Wealth Management’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History

Gupta Wealth Management’s Portfolio JTA Stock Details JTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$213K Hold
18,830
– – 0.05% 237
2015
Q4 		$220K Hold
18,830
– – 0.06% 237
2015
Q3 		$212K Hold
18,830
– – 0.05% 240
2015
Q2 		$245K Hold
18,830
– – 0.06% 226
2015
Q1 		$255K Buy
+18,830
New +$255K 0.08% 197