KA
JTD

Klingman & Associates’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Klingman & Associates’s Portfolio JTD Stock Details JTD Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
2016
Q3 		$30K Hold
2016
Q2 		$29K Hold
2016
Q1 		$28K Hold
2015
Q4 		$28K Buy
2015
Q3 		– Sell
2015
Q2 		$32K Hold
2015
Q1 		$33K Buy
2014
Q4 		$32K Buy