Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $32K | Hold |
2,000
| – | – | 0.01% | 598 |
|
|
2014
Q4 | $32K | Sell |
2,000
-1,930
| -49% | -$30.9K | 0.01% | 610 |
|
|
2014
Q3 | $61K | Hold |
3,930
| – | – | 0.02% | 435 |
|
|
2014
Q2 | $64K | Sell |
3,930
-500
| -11% | -$8.14K | 0.02% | 428 |
|
|
2014
Q1 | $68K | Hold |
4,430
| – | – | 0.03% | 358 |
|
|
2013
Q4 | $69K | Hold |
4,430
| – | – | 0.03% | 346 |
|
|
2013
Q3 | $65K | Buy |
+4,430
| New | +$65K | 0.03% | 338 |
|