HA
JTD

Herold Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Herold Advisors’s Portfolio JTD Stock Details JTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-6,458
Closed -$102K – 707
2021
Q3 		$102K Buy
+6,458
New +$105K 0.04% 275

Herold Advisors's JTD Position: Q4 2021 in Review

Herold Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 6,458 shares — an estimated $102K sold.

Herold Advisors first reported a position in JTD in Q3 2021 and held it in 1 quarter. The position peaked at $102K in Q3 2021. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

  • Herold Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
  • Herold Advisors sold 6,458 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $102K.
  • Herold Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2021 and held it in 1 quarter.
  • Herold Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $102K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.