Mid Atlantic Financial Management’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
Q3 | $240K | Buy |
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|
2021
Q2 | $145K | Sell |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $506K | Buy |
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|
2020
Q3 | $415K | Buy |
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|
2020
Q2 | $377K | Buy |
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|
2020
Q1 | $317K | Buy |
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|
2019
Q4 | $498K | Sell |
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|
2019
Q3 | $468K | Buy |
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|
2019
Q2 | $372K | Buy |
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|
2019
Q1 | $323K | Buy |
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|
2018
Q4 | $221K | Buy |
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