Kestra Advisory Services’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Kestra Advisory Services’s Portfolio JTD Stock Details JTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-27,429	Closed	-$434K	–	2245
2021 Q3	$434K	Buy	27,429 +889	+3%	+$14.4K	﹤0.01%	1461
2021 Q2	$426K	Buy	26,540 +1,553	+6%	+$24.5K	﹤0.01%	1363
2021 Q1	$378K	Buy	24,987 +787	+3%	+$11.4K	﹤0.01%	1336
2020 Q4	$339K	Sell	24,200 -9,469	-28%	-$126K	﹤0.01%	1415
2020 Q3	$440K	Buy	+33,669	New	+$444K	0.01%	945

Kestra Advisory Services's JTD Position: Q4 2021 in Review

Kestra Advisory Services sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 27,429 shares — an estimated $434K sold.

Kestra Advisory Services first reported a position in JTD in Q3 2020 and held it in 5 quarters. The position peaked at $440K in Q3 2020. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

Kestra Advisory Services reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
Kestra Advisory Services sold 27,429 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $434K.
Kestra Advisory Services first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2020 and held it in 5 quarters.
Kestra Advisory Services's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $440K in Q3 2020.
0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Kestra Advisory Services's 13F filing for Q4 2021, filed 20 Jan 2022.