Kestra Advisory Services’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-27,429
| Closed | -$434K | – | 2245 |
|
|
2021
Q3 | $434K | Buy |
27,429
+889
| +3% | +$14.1K | ﹤0.01% | 1461 |
|
|
2021
Q2 | $426K | Buy |
26,540
+1,553
| +6% | +$24.9K | ﹤0.01% | 1363 |
|
|
2021
Q1 | $378K | Buy |
24,987
+787
| +3% | +$11.9K | ﹤0.01% | 1336 |
|
|
2020
Q4 | $339K | Sell |
24,200
-9,469
| -28% | -$133K | ﹤0.01% | 1415 |
|
|
2020
Q3 | $440K | Buy |
+33,669
| New | +$440K | 0.01% | 945 |
|