Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-200
| Closed | -$3K | – | 1012 |
|
|
2018
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 530 |
|
|
2018
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 850 |
|
|
2017
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 794 |
|
|
2017
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 816 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 808 |
|
|
2017
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 736 |
|
|
2016
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 662 |
|