IFP Advisors’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $38K | Hold |
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|
2018
Q3 | $52K | Hold |
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|
2018
Q2 | $49K | Hold |
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|
2018
Q1 | $53K | Hold |
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|
2017
Q4 | $53K | Hold |
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|
2017
Q3 | $52K | Sell |
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|
2017
Q2 | $101K | Hold |
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|
2017
Q1 | $96K | Hold |
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|
2016
Q4 | $89K | Hold |
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|
2016
Q3 | $94K | Buy |
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|
2016
Q2 | $86K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $173K | Buy |
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