LFAS
JTD

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

Level Four Advisory Services’s Portfolio JTD Stock Details JTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14,570
Closed -$207K – 670
2020
Q4 		$207K Buy
14,570
+500
+4% +$7.1K 0.02% 562
2020
Q3 		$184K Hold
14,070
– – 0.01% 522
2020
Q2 		$180K Sell
14,070
-3,850
-21% -$49.3K 0.01% 543
2020
Q1 		$203K Buy
+17,920
New +$203K 0.02% 455