N.E.W. Advisory Services’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
2022
Q2
Sell
-800
Closed -$12K 158
2022
Q1
$12K Buy
+800
New +$12K ﹤0.01% 129

N.E.W. Advisory Services's JTD Position: Q2 2022 in Review

N.E.W. Advisory Services sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2022, closing a stake of 800 shares — an estimated $12K sold.

N.E.W. Advisory Services first reported a position in JTD in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 0 funds tracked by Wall St. Rank hold JTD as of Q2 2022.

  • N.E.W. Advisory Services reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2022 after selling out during the quarter.
  • N.E.W. Advisory Services sold 800 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2022, an estimated $12K.
  • N.E.W. Advisory Services first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2022 and held it in 1 quarter.
  • N.E.W. Advisory Services's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $12K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2022.

Based on N.E.W. Advisory Services's 13F filing for Q2 2022, filed 1 Aug 2022.