LPL Financial’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $507K | Buy |
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|
2021
Q2 | $492K | Buy |
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|
2021
Q1 | $451K | Buy |
|
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $236K | Buy |
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|
2020
Q2 | $145K | Buy |
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|
2020
Q1 | $109K | Buy |
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|
2019
Q4 | $185K | Buy |
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|
2019
Q3 | $167K | Sell |
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|
2019
Q2 | $173K | Buy |
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|
2019
Q1 | $144K | Buy |
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|
2018
Q4 | $122K | Sell |
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|
2018
Q3 | $183K | Sell |
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|
2018
Q2 | $684K | Buy |
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|
2018
Q1 | $596K | Buy |
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|
2017
Q4 | $278K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $155K | Buy |
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|
2015
Q4 | $160K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $140K | Sell |
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|
2014
Q2 | $174K | Sell |
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|
2014
Q1 | $162K | Sell |
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|
2013
Q4 | $196K | Buy |
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|
2013
Q3 | $175K | Buy |
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|
2013
Q2 | $162K | Buy |
|