Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $180K | Buy |
+11,375
| New | +$180K | 0.01% | 848 |
|
|
2021
Q2 | – | Sell |
-29,485
| Closed | -$446K | – | 955 |
|
|
2021
Q1 | $446K | Buy |
29,485
+6,000
| +26% | +$90.8K | 0.03% | 471 |
|
|
2020
Q4 | $334K | Buy |
23,485
+3,600
| +18% | +$51.2K | 0.03% | 533 |
|
|
2020
Q3 | $254K | Buy |
19,885
+8,410
| +73% | +$107K | 0.02% | 582 |
|
|
2020
Q2 | $147K | Buy |
11,475
+1,300
| +13% | +$16.7K | 0.01% | 674 |
|
|
2020
Q1 | $114K | Buy |
+10,175
| New | +$114K | 0.01% | 621 |
|
|
2019
Q3 | – | Sell |
-11,475
| Closed | -$191K | – | 771 |
|
|
2019
Q2 | $191K | Buy |
11,475
+1,300
| +13% | +$21.6K | 0.02% | 650 |
|
|
2019
Q1 | $163K | Buy |
+10,175
| New | +$163K | 0.02% | 642 |
|