Koshinski Asset Management
JTD

Koshinski Asset Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Koshinski Asset Management’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
-6,100
Closed -$96.6K – 2296
2021
Q3 		$96.6K Buy
+6,100
New +$99.1K 0.01% 859

Koshinski Asset Management's JTD Position: Q4 2021 in Review

Koshinski Asset Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 6,100 shares — an estimated $96.6K sold.

Koshinski Asset Management first reported a position in JTD in Q3 2021 and held it in 1 quarter. The position peaked at $96.6K in Q3 2021. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

  • Koshinski Asset Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
  • Koshinski Asset Management sold 6,100 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $96.6K.
  • Koshinski Asset Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2021 and held it in 1 quarter.
  • Koshinski Asset Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $96.6K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Koshinski Asset Management's 13F filing for Q4 2021, filed 14 Jan 2022.