IWC
JTD

Integrated Wealth Concepts’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Integrated Wealth Concepts’s Portfolio JTD Stock Details JTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,000
Closed -$190K – 1034
2021
Q3 		$190K Hold
12,000
– – 0.01% 905
2021
Q2 		$193K Sell
12,000
-1,500
-11% -$24.1K 0.01% 774
2021
Q1 		$204K Buy
+13,500
New +$204K 0.01% 698