IFP Advisors’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,819
| Closed | -$38K | – | 3951 |
|
|
2018
Q4 | $38K | Hold |
3,819
| – | – | ﹤0.01% | 1763 |
|
|
2018
Q3 | $52K | Hold |
3,819
| – | – | ﹤0.01% | 1873 |
|
|
2018
Q2 | $49K | Hold |
3,819
| – | – | ﹤0.01% | 1912 |
|
|
2018
Q1 | $53K | Hold |
3,819
| – | – | ﹤0.01% | 1780 |
|
|
2017
Q4 | $53K | Hold |
3,819
| – | – | ﹤0.01% | 1776 |
|
|
2017
Q3 | $52K | Sell |
3,819
-4,000
| -51% | -$54.5K | ﹤0.01% | 1958 |
|
|
2017
Q2 | $101K | Hold |
7,819
| – | – | ﹤0.01% | 1520 |
|
|
2017
Q1 | $96K | Hold |
7,819
| – | – | ﹤0.01% | 1508 |
|
|
2016
Q4 | $89K | Hold |
7,819
| – | – | ﹤0.01% | 1523 |
|
|
2016
Q3 | $94K | Buy |
7,819
+174
| +2% | +$2.09K | ﹤0.01% | 1403 |
|
|
2016
Q2 | $86K | Buy |
+7,645
| New | +$86K | ﹤0.01% | 1425 |
|
|
2016
Q1 | – | Sell |
-14,806
| Closed | -$173K | – | 4436 |
|
|
2015
Q4 | $173K | Buy |
+14,806
| New | +$173K | 0.01% | 899 |
|