Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,039
| Closed | -$30K | – | 342 |
|
|
2016
Q3 | $30K | Hold |
2,039
| – | – | 0.01% | 230 |
|
|
2016
Q2 | $29K | Hold |
2,039
| – | – | 0.01% | 234 |
|
|
2016
Q1 | $28K | Hold |
2,039
| – | – | 0.01% | 232 |
|
|
2015
Q4 | $28K | Buy |
+2,039
| New | +$28K | 0.01% | 244 |
|
|
2015
Q3 | – | Sell |
-2,039
| Closed | -$32K | – | 238 |
|
|
2015
Q2 | $32K | Hold |
2,039
| – | – | 0.01% | 211 |
|
|
2015
Q1 | $33K | Buy |
2,039
+39
| +2% | +$631 | 0.01% | 199 |
|
|
2014
Q4 | $32K | Buy |
+2,000
| New | +$32K | 0.01% | 201 |
|