Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.1M | Sell |
63,259
-28,520
| -31% | -$494K | 0.01% | 1226 |
|
|
2019
Q3 | $1.54M | Sell |
91,779
-1,512
| -2% | -$25.3K | 0.01% | 956 |
|
|
2019
Q2 | $1.55M | Buy |
93,291
+5,534
| +6% | +$91.9K | 0.01% | 933 |
|
|
2019
Q1 | $1.41M | Buy |
87,757
+31,255
| +55% | +$502K | 0.01% | 958 |
|
|
2018
Q4 | $757K | Sell |
56,502
-14,137
| -20% | -$189K | 0.01% | 1231 |
|
|
2018
Q3 | $1.25M | Buy |
70,639
+5,205
| +8% | +$92.3K | 0.01% | 984 |
|
|
2018
Q2 | $1.07M | Hold |
65,434
| – | – | 0.01% | 1029 |
|
|
2018
Q1 | $1.07M | Buy |
65,434
+44,703
| +216% | +$732K | 0.01% | 1029 |
|
|
2017
Q4 | $364K | Sell |
20,731
-278
| -1% | -$4.88K | ﹤0.01% | 1768 |
|
|
2017
Q3 | $354K | Buy |
21,009
+3,824
| +22% | +$64.4K | ﹤0.01% | 1688 |
|
|
2017
Q2 | $277K | Buy |
17,185
+16,219
| +1,679% | +$261K | ﹤0.01% | 1789 |
|
|
2017
Q1 | $14K | Buy |
966
+415
| +75% | +$6.01K | ﹤0.01% | 3789 |
|
|
2016
Q4 | $8K | Sell |
551
-637
| -54% | -$9.25K | ﹤0.01% | 4043 |
|
|
2016
Q3 | $17K | Sell |
1,188
-1,878
| -61% | -$26.9K | ﹤0.01% | 3512 |
|
|
2016
Q2 | $44K | Buy |
3,066
+1,240
| +68% | +$17.8K | ﹤0.01% | 2784 |
|
|
2016
Q1 | $25K | Buy |
1,826
+38
| +2% | +$520 | ﹤0.01% | 3112 |
|
|
2015
Q4 | $25K | Buy |
1,788
+131
| +8% | +$1.83K | ﹤0.01% | 3074 |
|
|
2015
Q3 | $22K | Buy |
1,657
+131
| +9% | +$1.74K | ﹤0.01% | 3063 |
|
|
2015
Q2 | $24K | Sell |
1,526
-982
| -39% | -$15.4K | ﹤0.01% | 3121 |
|
|
2015
Q1 | $40K | Hold |
2,508
| – | – | ﹤0.01% | 2731 |
|
|
2014
Q4 | $40K | Buy |
2,508
+1,508
| +151% | +$24.1K | ﹤0.01% | 2507 |
|
|
2014
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 2869 |
|
|
2014
Q2 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 2829 |
|