Raymond James & Associates’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $936K | Buy |
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|
2020
Q4 | $668K | Buy |
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|
2020
Q3 | $286K | Sell |
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|
2020
Q2 | $309K | Buy |
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|
2020
Q1 | $269K | Buy |
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|
2019
Q4 | $458K | Sell |
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|
2019
Q3 | $461K | Buy |
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|
2019
Q2 | $456K | Sell |
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|
2019
Q1 | $466K | Sell |
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|
2018
Q4 | $458K | Sell |
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|
2018
Q3 | $616K | Buy |
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|
2018
Q2 | $585K | Buy |
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|
2018
Q1 | $530K | Buy |
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|
2017
Q4 | $558K | Buy |
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|
2017
Q3 | $547K | Buy |
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|
2017
Q2 | $513K | Buy |
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|
2017
Q1 | $134K | Hold |
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|
2016
Q4 | $124K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $129K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $247K | Sell |
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|
2014
Q4 | $348K | Sell |
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|
2014
Q3 | $363K | Sell |
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|
2014
Q2 | $431K | Sell |
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|
2014
Q1 | $500K | Buy |
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|
2013
Q4 | $427K | Buy |
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|
2013
Q3 | $369K | Buy |
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|
2013
Q2 | $289K | Buy |
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