Mutual Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30,955
| Closed | -$490K | – | 939 |
|
|
2021
Q3 | $490K | Buy |
30,955
+21
| +0.1% | +$341 | 0.03% | 545 |
|
|
2021
Q2 | $497K | Buy |
30,934
+1,934
| +7% | +$30.5K | 0.03% | 523 |
|
|
2021
Q1 | $438K | Hold |
29,000
| – | – | 0.03% | 522 |
|
|
2020
Q4 | $412K | Sell |
29,000
-1,706
| -6% | -$22.7K | 0.03% | 513 |
|
|
2020
Q3 | $401K | Buy |
30,706
+7,970
| +35% | +$105K | 0.03% | 471 |
|
|
2020
Q2 | $290K | Buy |
22,736
+2,677
| +13% | +$33.6K | 0.03% | 516 |
|
|
2020
Q1 | $226K | Buy |
20,059
+800
| +4% | +$12.6K | 0.03% | 467 |
|
|
2019
Q4 | $334K | Sell |
19,259
-1,016
| -5% | -$17.4K | 0.04% | 436 |
|
|
2019
Q3 | $339K | Sell |
20,275
-672
| -3% | -$11.1K | 0.04% | 392 |
|
|
2019
Q2 | $348K | Sell |
20,947
-1,331
| -6% | -$21.5K | 0.05% | 409 |
|
|
2019
Q1 | $358K | Sell |
22,278
-1,747
| -7% | -$26.7K | 0.05% | 328 |
|
|
2018
Q4 | $322K | Buy |
24,025
+60
| +0.3% | +$930 | 0.06% | 309 |
|
|
2018
Q3 | $425K | Buy |
23,965
+2,500
| +12% | +$43.2K | 0.06% | 301 |
|
|
2018
Q2 | $354K | Buy |
21,465
+1,226
| +6% | +$20.6K | 0.08% | 297 |
|
|
2018
Q1 | $331K | Hold |
20,239
| – | – | 0.08% | 293 |
|
|
2017
Q4 | $356K | Buy |
+20,239
| New | +$344K | 0.13% | 198 |
|
Mutual Advisors's JTD Position: Q4 2021 in Review
Mutual Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 30,955 shares — an estimated $490K sold.
Mutual Advisors first reported a position in JTD in Q4 2017 and held it in 16 quarters. The position peaked at $497K in Q2 2021. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.
- Mutual Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
- Mutual Advisors sold 30,955 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $490K.
- Mutual Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2017 and held it in 16 quarters.
- Mutual Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $497K in Q2 2021.
- 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.
Based on Mutual Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.