Prospera Financial Services’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
Q4 | – | Sell |
-15,950
| Closed | -$253K | – | 918 |
|
|
2021
Q3 | $253K | Buy |
15,950
+691
| +5% | +$11K | 0.01% | 709 |
|
|
2021
Q2 | $245K | Sell |
15,259
-6,816
| -31% | -$109K | 0.01% | 715 |
|
|
2021
Q1 | $334K | Buy |
+22,075
| New | +$334K | 0.02% | 591 |
|
|
2017
Q2 | – | Sell |
-12,250
| Closed | -$183K | – | 462 |
|
|
2017
Q1 | $183K | Buy |
12,250
+1,000
| +9% | +$14.9K | 0.03% | 355 |
|
|
2016
Q4 | $157K | Hold |
11,250
| – | – | 0.03% | 367 |
|
|
2016
Q3 | $167K | Hold |
11,250
| – | – | 0.03% | 359 |
|
|
2016
Q2 | $161K | Hold |
11,250
| – | – | 0.03% | 330 |
|
|
2016
Q1 | $154K | Buy |
+11,250
| New | +$154K | 0.03% | 309 |
|