Jacobus Wealth Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $2.28M | Sell |
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|
2017
Q2 | $2.19M | Buy |
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|
2017
Q1 | $1.86M | Sell |
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|
2016
Q4 | $1.8M | Sell |
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|
2016
Q3 | $2.09M | Sell |
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|
2016
Q2 | $2.13M | Sell |
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|
2016
Q1 | $2.33M | Sell |
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|
2015
Q4 | $2.73M | Sell |
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|
2015
Q3 | $3.25M | Sell |
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|
2015
Q2 | $3.96M | Buy |
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|
2015
Q1 | $3.83M | Sell |
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|
2014
Q4 | $4.44M | Buy |
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|
2014
Q3 | $3.94M | Sell |
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|
2014
Q2 | $4.29M | Sell |
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|
2014
Q1 | $4.09M | Buy |
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|
2013
Q4 | $3.58M | Sell |
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|
2013
Q3 | $3.68M | Buy |
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|
2013
Q2 | $3.73M | Buy |
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